The Import Folder wizard allows for importing folders and files to a folder/structure for iManage or NetDocuments.
1. Starting the Folder Import Wizard
Import jobs are created via the Import Folder Wizard, which can be opened by clicking the Import Folder button in the main window.
2. Configuring a New Job
After opening the Import Folder Wizard, you can start adding files, setting destinations, specifying metadata, and configuring general options by following the steps outlined below.
Shortcuts can also be selected as destinations. If the shortcut’s target no longer exists, an error message will be displayed.
3. 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).
Folder Import and CSV Import to cloudimanage.com support Work's ability to dynamically create File Types for unknown file extensions.
Supervised import on on-premises servers doesn't support leaving out the type, so it will assign ANSI to imported files that don't match an existing type.
Omit Root Folder. Enable this checkbox if you want to omit the root folder for this export.
Folder Path. Click the Open… button to browse for the folder which the files will be imported to. Select a folder and click Ok then Next to continue.
Exclude Folders or Documents. To omit a specific folder or document from the import job, disable the respective checkbox by clicking on it.
Note that up to 9,999 folders will be counted as the total folder count of a workspace here.
Click Next.
4. 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.
5. 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.
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….
Select Next.
6. 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.
7. 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.
Click Next to continue.
8. 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.
Click Next to continue.
9. Starting the Import
Click Finish to start the import job in the PowerDesktop Job window. Open the Job Manager to keep track of the job progress.