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The Import Folder wizard allows for importing folders and files to a folder/structure for iManage. There is a new Bulk Import option for NetDocuments that would do a similar bulk folder import for that DMS.
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Setup the Job
For NetDocuments
The New Bulk Import Job window opens. The following options and actions are available:
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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.
Click Import.
For iManage
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Select Source Folder
Excluded File Extensions. In this section, you have the option to exclude certain file types. By clicking the More options icon, you can select or deselect file extensions.
By default, EXE, COM, BAT, JS, VBS, PIF, CMD, DLL, OCX, PWL are the types excluded (iManage excludes those).
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Note that up to 9,999 folders will be counted as the total folder count of a workspace here. |
Click Next.
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Select the Target Container in the DMS
In this step, select the folder into which the items will be imported. By default, you will be brought to Recent Matters.
The path displays in the Explorer path, and the left shows the navigation in your system.
Use Quick Search to search for a matter, client, workspace or folder.
The highlighted folder bordered is the selection.
Click Next.
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Modify and Confirm Target Folder Profiles
Within this step of the wizard, the window will display every folder level that will be imported and you have the option to edit the profiles. When a folder profile has been edited, the corresponding checkbox in the Custom Profile column will be enabled.
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Editing a Folder Profile. Select the desired folder and click the Edit… button, you will find the list of profile fields. Click the row containing the field you wish to edit and click the search icon to open the window of available values, select a value and click the Select button.
You can add additional metadata fields like Author, Operator, Office, Jurisdiction and Practice. Click Add….
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Select Next.
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Find Duplicates in Existing Folders
This section allows choosing to skip the files that already exist in the target location by enabling the checkbox Skip Duplicates Based on Name. If any duplicates are found they will be displayed.
Click Next.
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Select Default Document Profile
This step allows to apply the default profile values to all the documents to be imported. Click the Edit icon to make changes. The current selection will be highlighted in gray, to modify it select a different value and click Select.
The Operator cannot be changed unless you are the NRTAdmin and have an admin connection in PowerDesktop.
The Author can be modified if you have rights to change.
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Click Next to continue.
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Review the Import
You will find the job summary in this section, it displays the job name, the source and target folders. It will also show the number of new and existing folders, as well as the number of new and existing documents that will be imported. You can also view the size of the import.
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A new option here allows to permanently delete the source files and folders after the import successfully completes. Check the box to have it delete them after import.
Click Next to continue.
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Starting the Import
Click Finish to start the import job in the PowerDesktop Job window. Open the Job Managerto keep track of the job progress.
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