(Dansk version)

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Overview

Importing option allows you to upload to DocuNote a document which you have recently modified or any document stored on your PC. During you import of a document, it is even possible to delete the source item from the hard drive so that the document will be stored only in DocuNote.

<aside> ⚠️ Please note:

• In the DocuNote Form-login client, the maximum file size of the uploaded document is limited to 4 Gb. </aside>

Importing a document:

1. Navigate to the case or document folder, and do one of the following:

   • On the Ribbon bar, select New document*,* and then select Import document*.*

   <aside> ⚠️ Please note:

   • This method doesn’t allow you to choose from recent documents as with the next two options </aside>

   • Using navigation tree in the left pane, right-click a folder under the business unit, and select Create*>*Import document>Navigate this PC (Or chose one of the latest documents from the presented) from the context menu.

   • When inside the case or document folder, right-click in the explorer window, and select Create*>*Import document>Navigate this PC (Or chose one of the latest documents from the presented) from the context menu.

   

2. In the Import wizard dialog box, specify the relevant parameters:

   

   • (1) Select Document category you want to associate this document with;
   • (2) Select Document type you want to apply to this document;
   • (3) Select Document status you want to apply to this document;
   • (4) Decide on whether a document will have a draft or published version;
     • This choice affects all documents being imported, unlike the choice in Change category, which only affects the selected document(s).
   • (5) Click Show document to preview the selected document;
   • (6) Click Change version to apply another document version to selected documents;
     • Draft and published versions can also be selected here, as in (4).
     • The selection is reflected in the "Version" column next to each document
   • (7) Click Change category to apply another document category to selected documents.
   • (8) Click the X to remove the selected document from import.
   • (9) Click on Properties if you want (or it is required - see note below) to define properties that are specific to the selected document;
   • (10) Click on Choose import type to choose the import type for matching documents (see separate description under the "Select import type" section further down on this page)

   <aside> 💡 Tip:

   • Double-clicking on the document will open the document properties as well.

   • It is possible to configure whether the fields for "Status", "Document type" and "Lock document" should be displayed in the import wizard, as well as whether a default "Document category" and/or "Document type" should be set (See setting (28), (658), (659) and (660) hereDocuments settings

     Please note:

     • setting "(659) Show document type during ... import..." determines whether "lock document" should be displayed. </aside>

   <aside> ⚠️ Please note:

   • If this icon is shown next to the document, it indicates that there are some action to take before import can be done. Ex mandatory fields that are not filled out.

     

   • If this icon is shown next to the document it indicates that all fields meet the requirements and the document is ready to be imported.

     

   </aside>

3. If you decide later not to import one of the documents, use Cancel button.

4. When all document properties are set, click either

   • Import - to finish the import without doing anything further or,
   • Import and delete source - to finish the import, and have the source deleted from its location

<aside> 💡 Tip:

• When the document is selected in the Import documents wizard dialog box, pressing F2 will allow you to rename it. (Only on document can be chosen using this feature.) </aside>

Importing zip files

Documents in a zip file are automatically saved as a complete archive (zip file).

• If, in the import window, you click the plus sign next to the zip file, you have the option to import one or more of the zipped documents as individual files.
  • You can choose which files should be saved as separate files by selecting those that are not to be saved and pressing "Remove".

<aside> ⚠️

Please note:

• The complete archive (zip file) will always be imported, regardless of whether the archive is expanded to import documents separately, and whether one or more files are removed. </aside>

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