The Mass Import Utility (ndImport) automates the process of uploading a large number of documents into NetDocuments. This utility can only be used by a NetDocuments Cabinet Administrator. When configured, the Mass Import Tool can also automatically profile imported documents, create destination cabinet folders and file documents into those folders, and designate access privileges at the document level. It is typically used for importing large quantities of documents that have different profiles and that require document-level security.
You can instead choose to use the Folder Import Utility which you can use to import documents from a folder tree on a PC or shared drive into NetDocuments. This utility is part of the standard NetDocuments subscription fee and is available to all users, however, an Administrator might want to assist end users with this utility as it is a little too in depth for a user. It is generally designed to be used for one-time importing of documents.
Download (Version 2.1.0)
To use the Mass Import Utility you need to download the following:
NOTE: As best practice, we recommend that each time you use this tool, you download it directly from these links instead of re-using one that has already been downloaded. This will ensure that you are using the latest version available. Prior versions of ndImport will NOT be supported and use of them may result in errors or even data loss.
Download Mass Import Guide - the comprehensive guide to using ndImport, including best practices for large migrations.
You will also need a comma-delimited ASCII data import file that instructs the utility how to import documents and access to the documents that need to be imported.
Sample Import File – to use. This sample table is in .xlsx format and must be converted to a CSV file.
NOTE: A CSV file opened in Excel is likely to be corrupted by Excel’s settings. We do not recommend that you generate or edit ndImport data files using Excel without being completely aware of all the potential issues, particularly 1) silently removing leading zeros from numbers and 2) changing the display of date/time information. We recommend using another application – such as OpenOffice or LibreOffice to edit your import files in order to avoid these issues.