How can documents be added to the Document Manager in nCino?

Adding documents to the Document Manager in nCino can be accomplished effectively through the method of dragging and dropping or uploading. This approach provides users with a straightforward and efficient means of managing their documents directly within the platform. Users can easily select files from their local devices and transfer them into the Document Manager interface, ensuring that all relevant documents are centrally located and organized for ease of access and usability.

This method is particularly user-friendly, as it allows for bulk uploads, saving time and reducing the complexity of document management. The ability to drag and drop enhances the overall user experience, making it intuitive for individuals who may not be as technologically advanced.

The other options, while they might seem viable, do not align with the typical functionality provided within nCino's Document Manager. For example, sending documents via email does not directly integrate them into the platform, and copying from external sources or creating links to other databases may involve additional steps that are not supported as direct input methods in this specific context. Thus, the most efficient and effective way to add documents remains through dragging and dropping or directly uploading them.