Follow

Using a Load File to Populate Folders & Responsive Issues

You can use your nextpoint_load_file.csv to automatically assign your incoming documents with folders, or responsive issues.  

First, make sure the folder or issue you are going to use has been created in your Nextpoint Review (see: Creating a Folder in Review, or Creating a Responsive Issue in Review).

If you are using the folder called "Today's Production" with the abbreviation TP, you'll need to add two columns to your load file, with the headers designation_label & designation_number. In the rows below, use the abbreviation of your desired folder, and the number you want to assign to each document.  

If you'd like to include mapping for responsive issues as well: if you are using responsive issues titled "Environmental" and "Chemical", with the abbreviations/prefixes ENV & CHEM, add a column for each issue to your load file titled with the abbreviation/prefix of the issue. In the rows below, use the value Y (yes) to apply the issues to documents accordingly (you can also use yes, t, true, x, or *).

Example:

responsive_issues_multiple.png 

* When importing documents that will be processed by extraction into more documents (e.g. a .pst file), you should not try to add a folder using a load file, since there is not a one-to-one relationship between the documents in the load file and the number of documents after processing.

 

Return to Review Workflow

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments