Whilst it is recommended that you create documents from templates within PentagonDocs Assistant, however there may be occasions when you need to bring in a file that was created outside of the system. To do this, simply drag and drop the file onto the PentagonDocs Assistant window. 


NOTE: pay attention to where you drop the file. If you drop it onto a view, it will inherit the properties of the view. If you do not require this to happen, the safest way is to hit the ‘All’ tab and drag/drop onto the blank section below ‘Other Views’. You will then be prompted to enter all the metadata.