With the pending bin, you can upload your documents to Edi without worrying about sorting them right away. You can easily access them later and archive them in the appropriate folders at your convenience.
Whether you are a busy executive who needs to delegate the task of organizing your documents to your assistant, or a scanner operator who prefers to upload in bulk and sort in batches, the pending bin is the perfect solution for you.
Access the Pending Bin from any page in Edi by clicking on the icon which is next to the + icon.
This will open the following screen where any files added to the Pending Bin manually by clicking Upload Files, dragging and dropping files or the automatic upload of files via the Folder Listener will be listed.
*You can log out/log back in and the documents will still be there.
If you click Access to Bin, you will then be presented with the following screen to determine which users will have access to your Pending Bin and to view the Pending Bins of your colleagues to which you have access.
Tip: If you delegate file archiving to an assistant or colleague, share the Pending Bin with them. People with access to your Pending Bin will be able to view all the files and place them in the records where they belong.
When there are files in the Pending Bin, you will be able to perform the following actions to the files:
Transfer: Move the file from the Pending Bin into a folder corresponding with a specific record
Preview: View a preview of the content of the file without opening it in the online editor
Rename: Rename the file in the Pending Bin
Download: Download the file from the Pending Bin onto your device
Delete: Remove the file from the Pending Bin to the Recycle Bin
To transfer a file from the Pending Bin to a record, select the record and click Transfer. You will then be prompted to select the record and folder where the file should be moved.
Once the folder where the content will be moved has been selected, click Save to transfer the file from the Pending Bin to the corresponding folder. In the example below, the file will be moved to the Administrativo workspace > 2026 > Comisiones > Bloom > bank_files folder.
You can also be in the folder of a record and click New > File from Pending Bin and select files from your Pending Bin to be opened within a record.