Import files to the repository

If you import a folder, the folder’s contents are also imported.

Depending on your organization’s setup, there might be a limit on the number of items you can import at one time.

If your setup allows the creation of renditions upon import, there is a delay between the time of import, and the creation of the renditions.

When you import a document containing linked descendant documents, you can not specify values for properties of the linked documents while importing the parent document.

To import into the repository:

  1. Navigate to the repository location to import.

  2. Select File > Import. Then, click either Add Files or Add Folders. Select the file or folder, and click OK. To add single or multiple files or folders, repeat the sequence. When you have finished, click Next.

    Tip: Instead of using the File menu, you can drag-and-drop the file or folder from your local computer to the location in Webtop. If you use drag-and-drop, you are not given the option to import locally prior to importing globally. The import immediately occurs globally.

  3. If prompted to set properties for imported files, set properties as described in Table 2.4. The table describes common properties. Your installation of Webtop might include different properties.

    Table 2.4. Properties for imported files

    FieldDescription
    TypeDo not change this property
    FormatDo not change this property
    Lifecycle IDAssigns a lifecycle to each imported item.
    Check for links to other Microsoft documents, and import linked documentsIf this field appears, check this to have Webtop scan each imported document for linked documents. If linked documents are found, they are also imported. The original document becomes a virtual document, and the linked documents become descendants.
    Upload options

    If this field appears, you can determine how quickly the imported content is available to other users, and whether you can use Webtop while the import occurs. Select one of these:

    • Send for immediate global access

      Updates the repository immediately for all your organization’s users. While this occurs, you cannot perform other actions in Webtop.

    • Send first for local access

      Updates the repository immediately for the users in your geographic area, but Webtop takes more time to update the repository for all users. This allows you to continue using Webtop while the update occurs.

  4. Do one of these:

    • If importing one file, click OK.

    • If importing multiple files, set properties for each file separately by clicking Next. After the last file, click Finish.

      Tip: To apply the selected properties to all remaining files at once, click Finish.