This option allows the creation and deletion of Named File Data Import templates
for a Document Type.
These templates are used by Named File Data Import.exe to import data and documents
into e4DM.
Data Entry
Template
A template name to describe the indexing method.
Document Type
Select the document type required for this indexing template.
Data Separator
The character which separates the data (default=comma)
Create New Records
Tick this option if imported data is to create new records in e4DM.
Import documents into e4DM
Only available if 'Create New records' is ticked. If the import data contains the
location of the associated image then tick this option. The CSV data import server
will search for the documents and attach them as documents in e4DM.
Delete original Import Documents
Only available if 'Import documents into e4DM' is ticked. If the original document
is to be deleted then tick this option.
Exclude this template from Named Data Import Run
Tick this box if the template is not to be updated during data import.
Multi-Page Tiffs
Tick this box if the source contains multi-page tiffs that are to be imported. This
option is only available if the Import documents into e4DM check box is ticked.
Source Directory
This points to a directory which corresponds to the import area. The Named File
data import server will search for this area. If it does not exist then there will
be no import. If it exists it will import files from the area. Double clicking the
source directory box allows the path to be edited using a standard select directory
window.
File Name Field
The database field name that corresponds to the name of the file. The file name
will be indexed into this field.
Default Field 1-5
Allows the assignment of a field to receive a default value
Default Value
Allows the assignment of a default value to be associated with this field.
Is Date
Tick this box if the File Name Field is in a date format
Assign indexed docs to this folder
This is a mandatory field. Documents indexed using this template will be assigned
to this document folder.
Buttons
Save
Saves the Template configuration information.
Delete
Deletes the Template configuration information.