This option allows the creation and deletion of Individual File Data Import templates for a Document Type. These templates are used by Individual File Data Import.exe to import data and documents into e4DM. DB Forms and Sage Paperless produce such data and documents and therefore items produced by DB Forms and Sage Paperless may be imported into e4DM
A template name to describe the indexing method.
Select the document type required for this indexing template.
The character which separates the data (default=comma)
Create New Records
Preset. Imported data is to create new records in e4DM.
Add duplicate records as new
Preset. The CSV data import server will check to see if records already exist in
the database during data import. If records already exist the program will treat
import data found as an update to existing records in the database (default). Tick
this option if existing records are to be ignored and new database records are always
to be created from the import data.
Import documents into e4DM
Preset. If the import data contains the location of the associated image then tick
this option. An extra pane labeled document field becomes visible if this item is
ticked. The CSV data import server will search for the documents and attach them
as documents in e4DM.
Delete original Import Documents
Preset. If the original document is to be deleted then tick this option.
Exclude this template from
Tick this box if the template is not to be updated during DBF Data Import Run
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.
This points to a directory which corresponds to the import file. The DB Forms 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 found there. Double clicking the source
directory box allows the path to be edited using a standard select file window.
Tick this box if the corresponding field in the import file is to be accessed.
The database field name involved.
Allows the assignment of a default value to be associated with this field.
Specifies that this field is the key field to search upon to find duplicate entries.
Tick this box if the import data is in a date format
Only available if Import documents into e4DM is ticked. Specifies that this
field contains the location of the associated document.
Assign indexed docs to this folder
This is a mandatory field. Documents indexed using this template will be assigned
to this document folder.
Saves the Template configuration information.
Deletes the Template configuration information.
Retrieves the first twenty records from the import file and displays them in the
test grid. For information purposes only. No database import is performed.