Table of Contents

Batch Import

The doc.box batch import is an additional interface. All files of a certain file type, depending on the doc.box setup, are imported into the system and are available in the overview of unassigned documents.

Run batch import

  1. Choose the Search icon, enter doc.box Batch Import, and then choose the related link.
  2. On the Edit - doc.box Batch Import page, choose wether you want to import, assign or import and assign files.
  3. In the Import Type field, select the drop-down arrow and choose the import type. The options are: Azure File Share, Zip File.
  4. Select the Delete imported files field, to define if successfully imported files should be deleted automatically.
  5. Choose the OK button to start the batch run.

Assign documents

If the barcode can already be derived from the name of the imported file, it will be preset for further processing.

  1. Choose the Search icon, enter doc.box Unassigned Documents, and then choose the related link.
  2. On the doc.box Unassigned Documents all unassigned documents are shown.
  3. Select the Assign action, to start the assignment process.
Note

The assignment links an expected document to a file if the bar codes match. If a file cannot be assigned, a notification is displayed in the Error Text field. Possible cause could be if the used bar code of the file does not match a barcode from the system or if another file has already been assigned to the bar code.