Batch Import Common Settings

Help Page > Client Services > Batch Import > Batch Import Common Settings

The first thing you may have noticed is that there are different types of imports that can be defined.  Below are features that are common to all Batch Import Types:

Default Company

In the top right corner of the Batch Import window is a list of sites that your account has access to.  The site selected is the site of which the items will be imported to.

default company

Scheduling Imports

Imports can be Run Now or can be Scheduled to run at specific times or intervals.

bi schedule

Saving Batch Settings

After you’ve configured your batch settings, you can save them for future use.  To do so:

  1. Select – New – under Batch Settings and, to the right, give your settings a name.bi settings
  2. Then, click Save at the bottom of the window.

Deleting Batch Settings

After you’ve configured your batch settings, you can save them for future use.  To do so:

  1. Select the Batch Settings that you’d like to delete.
  2. Then, click Delete at the bottom of the window.

Unlock Directory

As items are imported into DocStar via Batch Import, they are temporarily renamed with a .locked extension.  Using the Unlock Directory button will remove the .locked extension.

unlock


 

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