Import configuration
The import configuration is used in cases where the documents to be archived within the a category/document type are to be imported (documents/files and associated metadata) - e.g. from a scan- interpretation system.
Note!
Only metadata files with character-separated text format are supported. Fixed length file formats are not supported.
| Field | Description |
|---|---|
| Import with transfer file | Here it is specified whether an import configuration is to be applied for the current category/document type, ie. this must be selected in order to be able to define fields and import configuration for the category/document type. |
| Name of transferfile | Enter the name of the metadata file to be imported here. |
| Path to transferfile | Here the path to the place where the metadata file is to be retrieved from by the import function is specified. |
| Path to image files | Here is the path to the image files/documents that belong to the metadata file to be imported. |
| Delimiter | Here you specify the type of delimiter that should be present between the fields in the file. |
| Number of delimiters | Here you specify how many delimiters should be in the file. |
| File delimiter | Here you specify the type of delimiter that should exist between the files/documents referred to in the metadata file. |
| Mail address | Here is the e-mail address to which the system will send e-mail if the import of metadata files fails. |
New import field
When the above fields are filled in, click on New import field to create/define resp. field in the transfer file.
| Field | Description |
|---|---|
| Transfer file field | Indicates whether the field is active or not |
| Description | Enter the description of the field (name of the value expected in the field) |
| Position in file | Enter the position in the transfer file where the field is expected to be. |
| Default value | Enter possible default value for the field. |
| Target field | The current import field in the transfer file is mapped to an existing field on the current category in the contract application. |
Then create and link all the fields that are to be included in the transfer file according to the created import configuration in the same way.
Import error
The document imports rejected by the import function for the possibility of correction and a new import attempt are displayed here.
| Field | Description |
|---|---|
| Invalid rows | Here is a list of all rows, that have failed during import. |
| Error message | When selecting a row in the list of incorrect rows, the error message is displayed in clear text with a description of why the transfer file could not be imported. |
| Row data | The contents of the selected row are displayed here for the possibility to edit/correct the row. |
Handling of incorrect rows in Import error
| Button | Description |
|---|---|
| Delete row | Delete incorrect row |
| Correct row | Used to save a corrected row and make a new import attempt. |
| Import all rows | If several rows are stuck in the import due to an error in the configuration, all of these, when the error is adjusted, can be loaded at the same time instead of being corrected one by one. |