Importing Content from a Server Location | Document Management Software

Importing Content from a Server Location

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Setting Up and Managing KnowledgeTree > Browse Documents > Importing Content from a Server Location

This procedure performs a bulk upload of all content at a specified server location.

Note: Only administrative users have access to this functionality in the DMS.

Note: Check the community Wiki (specifically, Best Practice for Bulk Uploads) for the latest tips on uploading a large number of files.

Perform the following steps:

1.	Use your KnowledgeTree administrator credentials to log in to the web interface; then, open Browse Documents.

2.	Navigate to the destination folder for imported content; then, click Import from Server Location in the Actions on this folder menu to open the Import files into [folder] page.

3.	Specify the path to the source server for the content you're importing.

4.	Select a document type; then, click Add.

5.	Complete the metadata fields that display for the selected document type - e.g. author, category, keywords etc.

Note: The administrator defines custom fieldsets and fields for document types.

6.	Add tags in the Tag Words field.

7.	Click Import.

Note: Having uploaded the document, the system opens the new document's Document

Detail page.