The “importing documents form”, allows the import within a category of documents of files in an Excel spreadsheet. (files located in an external folder that QualiWare).
- In the field Destination category, choose the documental category in which you want to place the files you are importing.
- By pressing the button “next >” opens the following form:
- It is possible to specify the modalities of allocation of codes and auto-numbering.
- Pressing again “next >” opens the following form on which must be specified:
- the external folder from which to remove the files; You can import a folder that contains other folders itself, by checking the box “also imports subfolders”.
- By checking the box “run OCR (for files in PDF, JPEG, TIFF and BMP) the program automatically effectuate the OCR on all imported documents which are images or PDF.
- How to import the title, choosing between:
-from Windows name of The Office file
-from the propriety <title> of The Office file
-from the propriety <object> of The Office file
- Pressing the button “next >” this time will import and in the result window will appear:
You can specify the values of the custom fields for all documents or imported for each document by pressing the button “change data”. In fact, the button will open the following window where you can choose which documents attribute values.
Once imported your files, you can proceed to the workflow definition: by pressing the button “next >” opens the following form:
Introduces workflow phases already defined for the chosen category.
In the field Name of the phase’s responsible, choose one of the proposed names (set in the definition of the workflow stages) who want to make the Manager (editor in this case) of the stage.
Specify the date of execution, that is what you want to stay as editors (or verification or approval, etc.).
If you want to publish the documents imported tick “public documents” and the date of publication, return the data that you want to be as an officer.
The button “cancel phase data” allows you to clear the data for the selected phase, and reenter them.
For the last time by pressing “next >” you will complete the import wizard and the following message will appear that will allow you to proceed to the actual import button “proceed”.
As we have seen, in each form you can go back with the button “< Back”, so you can correct any setting item.