Drag and Drop Folios from LawMaster (Cuba R3)

Folio Enquiry windows that have a context menu option of Export/Print have a new function of Drag and Drop. The user can multi-select folios then right click> select Export/Print > Drag and Drop. 

On selection of Drag and Drop the selected folios are downloaded and displayed in a new tab labelled ‘Windows Drag and Drop’ together with the date and time of the action.

Folios displayed in the Windows Drag and Drop tab will retain the same ordering as the original grid. 

The name of the file following export is displayed in the Export File Name field. The Export File Name is initially generated based on the Cabinet Item Export Template if exported from a Cabinet or the Folio Export Template if exported from Folios Enquiry. (Folio File Name and Attachment Options from Parameters > Records Management) Export File Names have a suffix of '_1' unless the name is duplicated at which time the suffix will increase by 1 e.g. '_2', ‘_3’, etc. 

Context Menu options of 'Rename File' and 'Convert to PDF' are available from ‘Windows Drag and Drop’ tab. The 'Rename File' option allows the user to customise the Export File Name for each folio. 

The ‘Convert to PDF’ option will temporarily convert the selected files to PDF format for the purposes of the Drag and Drop. The Export File Name field will display the results of those options as the user makes changes. 

Before converting documents into PDF:

After converting documents into PDF (The file extension has been changed to .PDF as well)

Renaming the File:

After Renaming the File

If files are dragged into Outlook, email message files will be renamed to the original Subject line, this is standard Outlook behaviour. We recommend you either convert the email to PDF in the 'Windows Drag and Drop' tab or attach the folios to an email using the 'Send Folio(s)' context menu option. 

The final drag order is as per the ordering in the ‘Windows Drag and Drop’ tab. 

The final display order in the drop zone will be based off the rules for the selected application eg dropped files will be displayed in Date Modified order if the Windows Explorer display order has been set to that option by default. 

Files that have been downloaded in readiness for drag and drop will be removed when the Clear Temp Files module is run from Menubar > File. If the user attempts to Drag and Drop files that are no longer available a message will be displayed to the user. Downloaded files are also removed when the ‘Windows Drag and Drop’ tab is closed.