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Import Local Files

Documents stored on a local drive can be imported into Documentation, granting access to documents to all PANTHEON users in the company.

The Import Local Files form shows links to documents that are linked to local disks.

The form can be accessed via the Documents form by clicking the (Import/Export Data) button and selecting the Import Local Files option.

HINT

For local file import to work properly, classifications must be properly defined on the document types in the Documentation Setup Wizard in the Document type settings step.

After the transfer, the documents with the specified classification will be transferred to the storage set in the classification scheme.

 

WARNING

After successfully importing documents from the local disk into Documentation, the program only deletes the links to the local files set in PANTHEON and DOES NOT delete the files of the imported files in the source folders.

 

 

  1. Files tab
  2. Log tab

 

1. Files tab

This tab displays links to documents that are linked to local disks. The tab shows the following elements:

Document

Shows the link or path to the file on the local disk.

Key

Shows a unique key used as the document identifier.

 (Upload)

Clicking the Upload button uploads the files to Documentation.

2. Log tab

Shows the logs, i.e. information on whether the file has been successfully uploaded. It contains the following elements:

File Name

Shows the path or the name of the file from which the document is imported.

Information

Shows additional information if the file upload has failed, e.g. the program cannot find the file.

(Upload)

Clicking the Upload button uploads the files to Documentation.

 

 

 

 

 

  

     


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