Import Wizard
The Import Wizard allows you to select a source folder or PST file (i.e., an Outlook mailbox) from the file system and import its contents into a workspace, folder, or subfolder in your default DMS.
Import Tab
| Group | Button/Control | Description | iManage | NetDocuments |
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| Source | Folder | Opens a file browser for selecting a folder from which folders and files can be imported. |
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| PST File | Opens a file browser for selecting a PST file from which messages can be imported. |
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| Target | Server | The WorkSite server to which you have authenticated. |
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| Database | A drop-down menu from which you can select databases on the WorkSite server on which you are a registered user. |
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| Repository |
A drop-down menu from which you can select a NetDocuments repository. Note: This control is disabled if your account does not have access to more than one repository. |
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| Cabinet | A drop-down menu from which you can select a cabinet located in the repository selected above. |
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| Find Destinations | Opens the Find Destinations dialog, which allows you to configure and start a search of destination workspaces for all items that have been assigned workspace metadata values (e.g., client and matter). |
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| Default Metadata | Class | Sets the default value for the class field. |
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| Subclass |
Sets the default value for the subclass field. Note: You can only set this value if the class selected above has one or more subclasses. |
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| Author | Sets the default value for the author field. |
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| Operator | Sets the default value for the operator field. |
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| Owner | Sets the default value for the owner field. |
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| Folders | Select Metadata |
Opens the Select Folder Metadata dialog, which allows you to specify which metadata fields can be applied to folders created by the import job. Default values for this option are saved per database/cabinet and are initially set to include the following fields:
Note: If you do not select any attributes for a NetDocuments cabinet, folders created by the job will automatically inherit their parents' profile. |
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| Create Root Folder | Recreate the top level source folder in the DMS if a destination is specified for the root folder. If the target for the top level folder is a workspace, this option is enabled by default and cannot be disabled. |
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| Recreate Folder Structure |
If a destination is set for a folder in the import job, create its subfolders in the DMS before importing the documents to the appropriate folders. When this option is disabled, all documents in a source folder and its subfolders are directly imported to the destination. Note: If a folder with the same name already exists in the destination, documents will be imported into the existing folder. However, any metadata associated with the folder will not be overwritten. |
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| Validation | Check Metadata | Validates metadata values in the job grid with those in your DMS. After validation completes, invalid values in the job grid are highlighted in red. |
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| Show | Properties/Attributes | Toggles the visibility of metadata columns in the job grid. |
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| Options | Options | Opens the Import Options dialog, which allows you to configure job-related settings. |
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