How to import CSV files & metadata to document types

What are document types & how do they help?

Users can sometimes put documents in wrong folders, or add duplicate tags with different spellings. Also Folders and Tags are not very flexible in cases where a document needs to be categorized in multiple ways. Document Types are a superior method of organizing documents. Defining a document type lets you categorize documents based on their content, for eg: receipts, contracts, invoices, etc. You can also add custom indexing fields to every document type like date, amount, vendor name, payment method, etc. And also define the type of data that can be entered in each indexing field, for eg: date in the ‘date’ field, numerical data in the ‘amount’ field, text in the ‘vendor name’ field, and cash, cheque or card in the ‘payment method’ field.

How to import CSV files & metadata to document types?

To import a CSV file & it’s metadata to document types, click on the tools tab & then click on import. Browse to the location of the CSV file and click next. Select ‘Documents & document type info’ and select an existing document type to which the data has to be imported. Check the option ‘First row contains field names’ and map the fields in the CSV file to the fields in your document type.

After you are done mapping, choose how you would like to configure ‘empty’ or ‘invalid’ fields, then click on next & click on start import. Your records will successfully get imported to the selected document type.