Building a Simple Load File


If you need to create a simple load file to assist with importing, it's easy, just follow these steps:

  1. Get a list of the documents you want to upload, along with any file path information. Check out this topic to generate a file directory that looks like this:
  2. You will need the relative file path for your files, so if necessary, do a Find and Replace in your text editor to remove the extra pathing information. For this example, we are going to place the finished load file in the VOL0001 folder, so our pathing should look like this:
  3. Open Excel and create a new spreadsheet.
  4. At the top, enter a column header for image_file. If your documents are named by the starting Bates number, enter a header for bates_start as well.
  5. Each following row will be for an individual document, so copy the file name with relative path information in the image_file column. It should look something like this:
  6. Save your spreadsheet as a .csv file in the same root folder as your documents
  7. Upload the entire folder to the file room. VOL0001_in_file_room.png
  8. Click on the "Imports" tab, and click the blue "Import Files" button.
  9. Select the option for "Manual" import type. 
  10. Click the folder icon next to the "Files" field. Check the box next to the folder in your file room that contains both the load file and the files for import. Select_Folder_Manual.png
  11. Name the Import and select a folder for it (optional) and click the blue import button. 



If you use the load file mapper instead of running a manual import, you need to add a column in between the image_file column and the bates_start column in your load file. There is a glitch with the mapper that will skip the second column in a load file used for an image_file import. When mapping fields, simply skip the "skipper" column and map the subsequent fields accordingly.

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