Importing Attachments (With Folder Structure)

You can create line items in a Document Type BP with folder structure record and import attachments into the line items (go to a Document Type BP with folders record, open the folder, open the record, click Actions, and select Import Attachments).

To upload attachments for import:

Drag and drop files from your computer to the Drag and Drop box, or click anywhere in the Drag and Drop box and navigate to your file.
Select one or more files using the Shift or the CTRL keys.
Click Upload.
Each file is displayed as a line item.
In the Validate Attachments dialog, perform any of the following actions for each line item:
- Click Error Check to review all errors flagged for the uploaded attachments.
- Click Save if no errors display or all errors have been resolved.
- Click Cancel to discontinue the import.

For any Workflow, or Non-Workflow, Document Type BP with folder structure record you must ensure that all the required fields have values.

See Also