Drag from SharePoint to NowCerts
Need to move documents from SharePoint to NowCerts? Magic Dragin lets you drag them directly to browser tabs and native apps without downloading first.
NowCerts workflow
SharePoint
Upload files
Drop target in NowCerts
Quote.pdf
attachment
Drag documents from SharePoint to NowCerts.
Workflow detail
File agency documents in NowCerts with fewer steps
Agency staff often receive policy documents, loss runs, certificates, and signed forms through email before filing them in NowCerts. Magic Dragin helps those documents move directly into the browser workflow.
See insurance workflows →Common upload flows
- Drop policy PDFs, certificates, and signed forms into NowCerts.
- Attach loss runs and submission documents from email.
- Move customer files into the right agency workflow without desktop clutter.
Files teams usually move
NowCerts drag and drop FAQ
Can Magic Dragin help NowCerts users upload files?
Yes. It helps supported source-app files land in compatible NowCerts upload targets.
Does it replace agency management controls?
No. NowCerts still controls records, permissions, and document storage.
Try SharePoint with NowCerts in seconds
Install the trial, drag and drop any document from SharePoint, and see it work immediately. No signup, credit card, or extra configuration needed.
Drag from the apps your team already uses