Create a Policy Journal (Drag and Drop)

You can create a journal with an attachment by dragging and dropping a file or email message. Drag and drop journal creation is most commonly used when you want to attach an Outlook email message to the journal.

Note: Drag and Drop functionality requires you to download and install the Young Consulting plugin and requires Internet Explorer 11, the Microsoft Edge browser, or the Chrome browser with the Meta4 ClickOnce Launcher plugin. Dragging email messages requires the Outlook desktop client. When using Chrome, you will need to log out and back into ESL Office after installing the plugin.

3.1

Search for the desired account.

3.2

Click the desired account from the policy list to view its profile.

3.3

Click Journal.

3.4

Click Tasks then New (Drag/Drop). If this is the first time you have used this functionality, Internet Explorer will download and ask you to install the Young Consulting drag and drop client. Once the client installs, the Drag Drop Smart Client window appears.

3.5

Drag the desired file(s) and/or email message(s) into the DragDrop Smart Client window. The client generates an attachment for each file or email you drop.

Title the attachment will have when you create the journal. Defaults to file name of dragged files and subject line of dragged emails. You can edit this field.

Upload progress bar.

3.6

When you are finished dragging attachments, click Done. The Smart Client window closes, and a new Policy Journal window opens with the dragged files already attached.

3.7

Create the journal as follows:

From

Who created the journal. Created by ESL Office and is the currently logged in user.

Date

When the journal was created. Generated by ESl Office and is the current date.