Add Folder Structure along with Files from Disk

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You can add the entire folder structure that you use to organize your documents to Globodox.

 

To Add Existing Folder Structure along with Files to Globodox

1.In Globodox, click the Add from disk drop down and select the Add Folders from disk option on the Ribbon bar. The Add Folders from disk window will be launched.
 

 
2.Check the folder or folder structure that you want to import to Globodox from the Choose folders from disk pane.
3.Select the Import files and folder tree option to import both the files and the folder structure to Globodox.
4.Check the Use exceptions option to use exceptions (optional).
 
You can use Exceptions to exclude or include a particular file or file types to the Globodox DB.
 
Example:
If the folder that you have selected contains pdf, doc, tiff, jpeg files and if you only want to add .doc files to the DB, then you can use an exception which will add the .doc files and exclude the remaining files.
 
Follow these steps to use Exceptions
a)Click the Exceptions button to add exceptions. The Exceptions window will be launched.
b)Select the Do not add these files tab to specify the file or file type you want to exclude and then click the Add button. For e.g. if you do not want to add .pdf files, then type *.pdf in the text box and click the Add button to add it to the list.
c)Select the Add only these files tab to specify the file or file type you want to include and then click the Add button. E.g. if you only want to add .doc files, then type *.doc in the text box and click the Add button to add it to the list.
d)To remove an Exception from the list, select it and click the Remove button.
e)Click the OK button to close the Exceptions window.
 
5.You can Share or Restrict the selected folders with other users by using the Security tab on the top right corner. You can also apply a Security Label to the scanned document by using this tab.
 
Follow these steps to apply Security
a)Click the Search button next to the Share with box to select users to share the selected folders with. The Share window will be launched. Select the users and click the OK button. The users will now be displayed in the Share with box.
b)Click the Search button next to the Restrict from box to select users from whom you want to restrict the selected folders. The Restrict window will be launched. Select the users and click the OK button. The users will now be displayed in the Restrict from box.
c)Click the Search button next to the Assign to box to select users to assign the documents that are in the selected folder to. The Assign window will be launched. Select the users and click the OK button. The users will now be displayed in the Assign to box.
d)Select a Security Label from the Set a Security Label drop-down to set a Security Label for the scanned document.
 
6.Click the Preview button to view the folder structure and the files that are going to be imported to Globodox.
7.Click the Add button to add the folder structure and the files to Globodox.
8.Click the Close button to close the Add Folders from disk window. Now, navigate to the Folders node in the Navigation pane to view the folders along with the documents.
9.You can now set the Document Type, of these documents. Or you can also relate these documents to Stacks.

 

Note:
Once the documents are added, you will get a confirmation message box asking you whether you want to delete the added files from the original location (on the disk). If you want to delete the added documents then click the Yes button; if not, then click No.

 
Notes:

If the Draft Documents feature is enabled, you will see an option labeled Add as Draft Document. If you check this option any files you add will get added to Draft Documents. If this option is left unchecked, then the files will get added as Published Documents.
You will be the Owner of the documents that you have added.
You can add only the folder structure (without the documents) that you use to organize your documents, to Globodox. For more information see, Add existing folder structure to Globodox DB.
If you are a Paperport user, then see Import data from Paperport, to import your documents from Paperport to Globodox.
 

Related Topics
Find and Add a document
Drag and Drop a Folder

 

 


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