2/28/2023 0 Comments Importing profiles in automizeIn the Template option, specify the template for documents created using this import profile, or select to automatically use the template assigned to the folder in which the document will be created.If the folders you specify do not already exist, they will be created at the time of import. You can use tokens, including custom tokens created in step 5, to dynamically specify a path. If you do not specify a path, the folder you have open at the time of import will be used. In the Document path option, specify the path for documents created using this import profile.You can use tokens, including custom tokens created in step 5, to dynamically name the document. If you do not specify a value, the file name of the imported file will be used. In the Document name option, specify the name for documents created using this import profile.You could then use the %(ApplicantCode) and %(ApplicantName) custom tokens, along with standard Laserfiche tokens, to dynamically create an appropriate folder path and file name. To extract the applicant code and the applicant name, you could specify a delimiter of "-" and specify two components, ApplicantCode and ApplicantName. An example file name would be "AB1234-JSmith-20140714-Resume.pdf". In the Delimiter option, specify the delimiter that separates the components of the file name.Įxample: Resumes are stored with the standard file name ApplicantCode- ApplicantName- Date-Resume.Repeat for all the components of the file name. To specify more than one component of the file name, select the plus button ( ) and specify a custom token name that will represent the second component of the file name.To extract the entire file name, do not specify a delimiter.) This token can then be used to dynamically populate the document's name and path. (File name components are separated by the delimiter specified in step 8. In the File name format option, specify a custom token name that will represent the first component of the file name.To extract information from the file name of imported files, select Import based on file name and then complete the following steps:.In the Profile name option, type a name for your import profile.In the Import Profiles section, select Add to create a new import profile, or select the edit button ( ) next to an existing import profile to modify it.Select your user name in the upper right corner and then select Options.To create or modify an import profile in the web client Administrators with the Manage Repository Configuration privilege can also apply import profiles to groups, including the Everyone group, to easily make the profiles available to multiple users. Import profiles are configured on a per-user basis you can create as many import profiles as you like without affecting other users. For instance, if application file names always contain the applicant’s name, you could extract that section of the file name and use it to automatically store the document in a folder named for the applicant. You can also extract information from the file name and use it to dynamically create the document name or path. This allows you to quickly configure default settings for document types that you frequently need to import. When importing a document, you can select the import profile from the list, rather than manually selecting the appropriate path, template, and so forth. An import profile allows you to configure a default name, folder path, template, and volume for imported documents of a particular type.
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