Import Pantheon Local Files

On the Document types tab we can link the document types with the corresponding classifications. E.g. Invoices received that are linked to local folders in Documet type 120 (Documents tab) are here linked to the appropriate classification. Upon transfer to the DMS, these documents will be equipped with the classification entered here and stored in the storage designated for this classification in the classification plan. We should setup appropriate classification for all Documet types that have links to files on local disks.

Other documents sent from Documet types will also be equipped by the classification specified here, e.g. the invoice sent from the Documet type 300 to the DMS will be equipped by the classification specified here.

The next window will display documents linked to local or shared disks. With the Upload button the documents are imported to Pantheon DMS. After importing, the Documents are available in both the DMS and the eDocuments tab, which is located in the same location as the Documents tab, where the document links were located. After successful import, the Documents tab is removed and we only see eDocuments, where we find all the documents that were previously only linked to Patnheon and are now stored in DMS in the appropriate storage.

After importing Documents, we get a list of successfully imported files, and error messages if any document could not be imported. For documents that have not been successfully imported, we can repeat the process by clicking Retry Upload. If there are unused links by clicking Delete Invalid Links, we can delete links that no longer have a document on local disk. After successful import and deleting invalid links the Documents tab in Pantheon is removed, eDocuments replacing it.