Importing Documents

To import a document using the Import Files dialog box in the Windows client

1. In the folder browser, browse to the Laserfiche folder where you want to store your document or documents.
2. In the File menu, click Import. The Import Files dialog box will open.
3. Browse to the folder containing the desired file or files.
4. Select one or more files you want to import.
5. Optional: To configure settings for document import, click the Options button.
6. Click Import. In the Import to Laserfiche dialog box specify basic document properties, such as name, location, volume, tags, and field data. You can also automatically apply pre-configured settings using import profiles; see Import Profiles for more information. Specify the desired information and click OK to complete the import. See Import and New Document Dialog Box for details on the available options.

Note: If you chose to disable the automatic display of this dialog in Options: New Document: General, the Import to Laserfiche dialog box will not be displayed, and default properties will be used instead. (However, if the document contains a required field, the dialog box will be displayed anyway to allow you to fill in that value.) This can be useful if you are importing many documents at once.

7. If you are importing multiple documents at once, select Apply these properties to all entries imported in this batch to use the same settings for all the documents. If you want to import them with different settings, clear this option.
8. Click OK to import the file or files.

To import a document using the Import Files dialog box in the web client

1. In the folder browser, click the Import button, or right-click and select Import.
2. Perform one of the following:
   • Click Upload and select one or more files to upload, then click Open.
   • Select a cloud import service (Google Drive, OneDrive, or OneDrive for Business). The first time you select this option, you will be prompted to allow Laserfiche to access information in this account. Select the file or files you want to import and click Import.

     Note: Cloud import services will only be available if your administrator has enabled and configured them. For more information, see Import Services in the Laserfiche Administration Guide.

3. Click OK.
4. Click Start Import.
5. In the General tab:
   • The Name of the document will be retrieved from the file name of the files you have uploaded. You can modify it before import.
   • Optionally, you can specify an Import Profile for the document, which will automatically apply pre-configured settings. See Import Profiles for more information.
   • The Folder option will list the folder into which the document will be imported. You can modify this folder, or specify a new folder. Click Browse to browse to an existing folder.
   • The Template option will list the default template for the document, if any. Select from the list to specify another template.
   • In the Tags option, add any tags that you want to apply to the document.
   • To configure additional options, click Show advanced. You can configure the following options:
   • The Volume drop-down menu will display the default volume for this document. Select from the list to specify another volume. (If you only have sufficient rights to import into a single volume, this option will not be displayed.)
   • The Signatures option allows you to sign the document.
   • The Classification levels option allows you to set a classification level on the document. This option will only be displayed if your repository has been configured for classification levels.
6. In the Fields tab:
   • The Template option will list the default template for the document, if any. Select from the list to specify another template.
   • Enter any values you want to assign to the fields.
7. In the Tags tab, assign any tags you wish to associate with your new document. Click Create New Tag to add a new tag.

Note: If the file you are importing is an email message, there will be two additional tabs, Attachments and Distribution List, to configure. For more information on how to configure the options in these tabs, see the Importing Electronic Files section.

Note: If you selected multiple files in the Import Files dialog box, there will be an Apply all these properties to all documents imported in this batch checkbox available. Select this option to apply the same set of properties across all the current documents.

8. Click Next to import the file(s).

To import a document by dragging and dropping in the Windows client

1. In the folder browser, browse to the Laserfiche folder where you want to store your document or documents.
2. In Windows Explorer, select the file(s) and/or folder(s) you want to import into Laserfiche.

Note: If you choose to import a folder by dragging and dropping, the entire folder and all of its contents (including subfolders and their contents)will be imported. You cannot exclude files when importing in this way.

3. Use the mouse to drag the files from Windows and drop them into Laserfiche. If documents with the same name as the documents you are trying to import already exist in the destination folder, you will be prompted to decide how to handle the conflict. See Name Conflicts for more information.
4. The Import to Laserfiche dialog box will open. Specify basic document properties, such as name, location, volume, tags, and field data. You can also automatically apply pre-configured settings using import profiles; see Import Profiles for more information. Specify the desired information and click OK to complete the import. See Import and New Document Dialog Box for details on the available options.

Note: If you chose to disable the automatic display of this dialog in Options: New Document: General, the Import to Laserfiche dialog box will not be displayed, and default properties will be used instead. (However, if the document contains a required field, the dialog box will be displayed anyway to allow you to fill in that value.) This can be useful if you are importing many documents at once.

5. If you are importing multiple documents at once, select Apply these properties to all entries imported in this batch to use the same settings for all the documents. If you want to import them with different settings, clear this option.
6. Click OK to import the file or files.

To import a document by dragging and dropping in the web client

1. Find the files you want to import on your computer. Position Windows Explorer and the Laserfiche web client so you can see both applications.
2. Select the file(s) you want to import and drag them to the Laserfiche web client Contents Pane. You will see a box that says Drop files here, as well as the destination path. Drop the files on top of that box. If you drop them anywhere else, the import will not work.
3. In the Import document dialog, under the General tab
   • Specify an Import Profile for the document, which will automatically apply pre-configured settings. See Import Profiles for more information.
   • Modify the destination path using the Browse... button.
   • Define the volume.
   • Select Generate searchable text to generate text from the imported files.
4. Under the Fields tab
   • Select a template to assign to your document. Use the Add/Remove Fields option to add individual fields to your document.
   • Select the number of columns you want the fields displayed in.
   • Enter any values you want to assign to the fields.
5. Under the Tags tab, assign any tags you wish to associate with your new document. Click Create New Tag to add a new tag.

   Note: If you dropped multiple files in the Laserfiche web client Contents Pane for import, there will be an Apply all these properties to all documents imported in this batch checkbox available. Select this option to apply the same set of properties across all the current documents.

6. Click Next to import the file(s).

   Note: By default, the maximum size of each file you can import when dragging and dropping into the Laserfiche web client is 30 megabytes. This default size can be modified in the Laserfiche web client configuration file. Contact your administrator for more information.