How to Import Documents

Note: Only Case Administrators can run import jobs.

From the Documents page, open the Documents dropdown and select Manage Documents.

Select Import Documents.

Choose Upload Documents.

Browse to your .zip folder.

Important: Ensure your settings match the screenshot below.

Do not close the upload pop-up — closing it will terminate the process.

Once upload and processing are complete, select Add.

Change the dropdown to Flat File, name your import, check Group Coding Update, confirm your date format matches the load file, and leave Run Indexing and Enrichment unchecked.

Select the folder containing your load file, then select the load file itself. The load file should be in the parent folder above the records.

If using an LFP or OPT file, select Import Image File. Ensure this file is also located in the same folder as the load file.

Check Copy source files to the servers and confirm the correct folder is selected.

Select the correct Delimiters for your load file. Common options:

Note: The Row–Document delimiters should never change.

Select Get Fields and map the load file fields to system fields or create new fields as needed. Multi-entry fields must use delimiters that match both the database and the load file.

Set Import Action to Abort Import if Existing Document ID is Found.

Continue configuring field mapping, levels, and scheduling. It is strongly recommended to run a Test Import first to confirm settings and catch issues before running a full import.

Once the test succeeds, you can clone the job, adjust settings (e.g., enable indexing), and then schedule or submit the final import.