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Importing a Batch of Files Using a Data File

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hmtoggle_arrow0Data file is text based (e.g. TXT, CSV, DAT)

6.Next click the Script browse button and enter the script: FilesToSave = ExtractList("FileName") where FileName is the name of the tag from the previous step. It is important to use ExtractList and not just Extract because one document can contain multiple referenced files. Click OK to close the script dialog.

 

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To make this step clear here are some wrong example scripts:

FilesToSave = Extract(ā€œFileNameā€): will only extract the FIRST file in each document. If there is more than one file, it will not work.

FilesToSave = Extract(ā€œFileNamesā€): will not import any files.

FilesToSave = ExtractList(ā€œFileNamesā€): will not import any files.Ā 

 

The ONLY correct one for our example XML is FilesToSave = ExtractList("FileName")

DL_T_ImportBatch_XML_004

7.Select the Category where the documents should be saved. If auto-append has been configured in the category properties, then the Auto-append mode can be specified as different to the category default. Now the category's fields can be matched up. Click the drop-down list and choose the correct index field from the list of extracted index fields that we defined with the Data Extractor.  

DL_T_ImportBatch_XML_005

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hmtoggle_arrow0        Handling date formats

hmtoggle_arrow0        Line items

hmtoggle_arrow0        Extracting information from the PDF contents

 

7.You can test the profile by clicking on Test and selecting a test data file. Click OK to save the indexing profile.

 

8.Specify the location of Data file for import, and the Log file. Then choose the relevant Profile.See References for details on the check-box options. Click Process to start importing the files.

DL_T_ImportBatch_XML_006

9.Once all documents have been imported, start Thereforeā„¢ Navigator and then search, retrieve and view some documents to ensure everything is OK.

 

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The Thereforeā„¢ Document Loader can also run in automatic mode.