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Name of the Job: Give the job a name.
Options: Name Email after the subject: This feature allows the email name to be changed to the email subject. If the email name was changed by a user that is incorrect, one would check this box. If the email name was changed for a specific reason, leave this unchecked.
The destination was previously selected if the user right-clicked on a workspace/folder/workspace/shortcut, and hit Import. If selecting the Import Folder from the menu bar, select the target path. Note: The Folders cannot be added from the root workspace level, only documents will be created (add the folder first, import underneath the Workspace level, or import the folders using Template Editor in CAM if you use CAM).
Add Folder: Adds the folder(s) and documents underneath as defined by the structure of the folder that is selected. E.g. if the folder on the computer has a folder labeled Dockets and a folder with Pleadings, those two folders will be imported with their respective documents.
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If one doesn’t have access to add folders (a common practice in NetDocuments), the button for Add Folder will be greyed out on any repositories or workspaces accordingly. |
Add Files: Adds documents into a folder workspace or link.
Remove Selected: Removes any of the selected documents or folders if desired to be removed.
Remove Empty Folder: Removes the empty folders in the structure of the import.
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