About Desktop Import/Export
Milan Desktop Import/Export is a standalone desktop application for importing and exporting documents, folders, and workspaces into and from either WorkSite or NetDocuments.
When a new lateral hire arrives, you can use the tool to:
- Import documents and assign metadata, which can be read from a CSV file or entered manually.
- Replicate the folder structure of the attorney's files within a workspace.
- Retain versions and the original created and modified dates for imported documents.
- Import messages directly from the attorney's Outlook (PST) mailbox.
In the case of a departing attorney, Desktop Import/Export allows you to:
- Export complete workspaces, including their folder structure.
- Create a custom folder structure and select specific documents for inclusion in the export.
- Generate a CSV and/or HTML index file that lists all metadata values for the exported documents
Installation
Desktop Import/Export is installed through the Milan desktop client installer. Refer to Running the Client Installer for more information on installing Desktop Import/Export.
Running Desktop Import/Export
To directly start the Desktop Import/Export application:
- From the Start menu, open All Programs → Prosperoware and select Prosperoware Import-Export Wizard.
- If you're running the application for the first time, select your default DMS from the displayed options.
- Log in to the selected DMS.
To start the Desktop Import/Export application from DeskSite/FileSite:
- Right-click on a workspace or folder and open the Milan menu.
- Select either Create Binder Export to export contents of a workspace or folder from WorkSite or Create Binder Import to import contents into WorkSite.
