Import Data from PaperPort

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You can import data to Globodox from other programs that uses folders to store your documents. This example shows how to import data from PaperPort

 

To Import Data from PaperPort

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 structure in which your PaperPort documents are stored (This usually the My Documents > My PaperPort Documents folder) 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. If you only want to import the files from the selected folders, then Select the Import only files from the selected folders option.
4.Check the Use exceptions option to use exceptions (optional).
You can use Exceptions to exclude or include particular file or file types to the Globodox DB. For e.g. The folder that you have selected contains pdf, doc, tiff and jpeg files. However, you only want to add the .DOC files to the List of files to be added pane, what you can do is 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 to the List of files to be added pane, 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. For e.g. if you only want to add .DOC files to the List of files to be added pane, 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 on OK button to close the Exceptions window.
5.Click the Add button to add the folder structure or files to the Globodox DB.
6.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.
 
You can now create Document Types and Stack Types for these documents.

 

Notes:

You can add only the folders structure (without the documents) that you use to organize your documents, to the Globodox DB. For more information, see Add existing folder structure to Globodox DB.
You can also drag and drop folders in Globodox.
 

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