Import Wizard

Button	Description
Select Folder to Import	Opens a file browser for selecting a folder to import from the local machine or a network location.
Select Target	Opens a WorkSite Select Import Folder dialog for selecting a workspace or folder to which the contents of the above specified folder will be imported.
Creating root folder	Creates a folder in WorkSite to which all imported folders and documents will be added. This option is displayed as Create "<Import Folder Name>" as sub folder after a local folder has been selected for the import job. If the target for the top level folder is a workspace, this option is enabled and grayed out; if the target is a folder, users are free to choose whether to use the target folder or a new subfolder as the root.
Delete Source	Source files will be deleted after they are imported into WorkSite.
Flat Folder Structure	All documents in the source folder and its subfolders are copied to the root of the target folder.
Start Import	Immediately starts the import job.

Option/Button	Description
Default Document-Class	A drop-down menu for specifying the default class of the documents being imported. The values in this menu are pulled from the WorkSite server.
Sub Class	A drop-down menu for specifying a subclass to apply to the documents being imported. This option is only available when the default document class selected above has associated subclasses.
Author	A drop-down menu for specifying the user who will be assigned as the author of the imported documents and folders. By default, this option is set to the currently logged in user.
Operator	A drop-down menu for specifying the user who will be assigned as the operator of the imported documents and folders. By default, this option is set to the currently logged in user.
Advanced Formatting	Opens the Advanced Formatting dialog, which allows users to configure how Desktop Import/Export formats the file names of documents and parses metadata included in the file name.
Show Metadata Columns	Toggles the display of metadata columns in the import list.
More Options	Opens the Options dialog.
Start Import	Immediately starts the current import job.

Options Dialog

Option	Description
Import Empty Folders	If checked, Desktop Import/Export will import folders that contain no documents or subfolders.
Allow Duplicate Documents
Include File Info In Comment
Format	Token Description Example @networkpath@ Network Path Network Path: \\PC-Name\Drive Name\Folder Path\Document Name.Extension @filepath@ File Path File Path: Drive Name:\Folder Path\Document Name.Extension @fileowner@ File Owner File Owner: Name of Owner @date@ Date Date: MM/DD/YYYY,Current Time

Each import job imports documents and folders from one root folder.

To select a folder from which to import:

1. Click Select Folder to Import on the Import tab to open the Please Select Files to Import dialog.
2. Browse to a folder containing documents you would like to import, select it, and click Select. The folders and documents within the selected folder are added to the import list.
3. To omit a specific folder or document from the import job, click the X icon in the Delete column of the unnecessary item.

All folder and documents in the import list must be assigned a target workspace or folder in WorkSite.

To assign targets for all items in the import list:

1. Click Select Target on the Import tab to open the WorkSite Select Import Folder dialog.
2. Browse to a workspace or folder, select it, and click Select.

Note: If you select a workspace as the target, Desktop Import/Export must create a root folder to contain the documents and folders in the import list. As a result, the Creating Root Folder option, which will be displayed as Create "<Import Folder Name>" as sub folder on the Import tab, will be enabled and grayed out.

To override the default target location for an individual item:

1. Click the Select Target button in an items Destination column to open the WorkSite Select Import Folder dialog.
2. Navigate to a folder in a workspace, select it, and click Select.
3. Click Yes in the "Do you want to overwrite existing values" confirmation dialog to apply the change.

Note: When creating an import job through the Create Binder Import command in DeskSite/FileSite, the target is automatically set to the location that was selected when the command was run.

Delete Source

Checking the Delete Source option on the top tool bar of Import wizard deletes the files from the source location on the disk after doing the import.

Renaming

After selecting the folders for import, you can rename the folder name or subfolder/document names by selecting them and then renaming them.This will import the files with new names to the target location.