Importing > Import Options

Import Options

The Import Options dialog can be opened via the Options button in the Import Wizard.

Files and Folders

Option	Description
Allow Duplicate Documents	Import documents that have the same description as documents in the selected target. If this option is not enabled, duplicate documents are skipped during the import process. Note: When the Recreate Folder Structure option is disabled, you must enable Allow Duplicate Documents in order to import all documents with identical names located in different folders. If this option is disabled, only the first instance of a document name will be imported.
Delete Source Files After Import	Automatically delete source files after they've been successfully imported into the DMS.
Leave Link to Document	Create an NRL (Work) or URL (NetDocuments) file that points to the imported document after deleting the source file.

Metadata

Option

Description

CSV Delimiter

The character that separates values in CSV files containing metadata.

Name Email Based on File Name

Set the default name/description of email messages (i.e., MSG files) to their file name instead of their subject.

Note: Changing this setting does not affect messages already added to the current job.

Retain File Dates

Set the Created and Modified dates of imported documents to match those of the original files.

Note: In order to use this feature with Work, you must log in as a user who has been assigned a Work role with the Use WorkSite Administration privilege.

Include File Info in Comment

Add a comment to all imported documents in the format specified in the text box below. In addition to fixed text, the format can include the following tokens, which are replaced with the appropriate text.

Value	Variable	Example
File Path	@filepath@	C:\Exports\12345_1.msg
Date	@date@	3/20/2019 12:00:00 PM
Job Name	@jobname@	Import-2019_01_01_12_00_00

Exclusions

The following options allow you to ignore certain types of items when adding a source folder to the job.

Note: Changes to these options do not affect items already in the job.

Option	Excludes
Empty Folders	Folders that do not contain any files.
File Extensions	Files that have one of the specified extensions. Multiple extensions should be specified as a comma-separated list.