To import data, follow these steps:

1. On Database pane, make sure required case & database is opened

2. Only default Fields & Folders are created

3. Click Import

4. On the Import tab, Click New Import

5. Ensure Image, OCR Text & Native files are checked

6. Select CSV or Summation or Concordance option

7. Click Next

8. Select the Load File Path from

9. Check Headers in load file

10. Click Next

11. Click Automap

12. Ensure that all fields are mapped & then Click Next

13. Click Start to verify the log file & then Click Next

14. Check Skip to skip the records for the BegDoc if the same BegDoc is already present (OR) Update to update the records for the BegDoc if the same BegDoc is already present

15. Click Next

16. Click Finish to finish the import process

17. Click Yes to upload data files

18. You can see that replicator start to upload date file to the server

19. Click Refresh & then click View Status to know the current status

20. Right click on import item & then select Upload files

21. Click Yes to upload files

22. Click Refresh & then click View Status

23. Files are uploaded & organized

24. Right click on import item & then select Import OCR Text

25. Click Refresh & then click View Status

26. OCR Text is imported

27.Right click on import item & then select Custodian folder creation

28. Click Refresh & then click View Status

29. Custodian folder is created

30. Right click on import item & then select Document family creation

31. Click Refresh & then click View Status

32. Document family is created

33. Click Administration tab

34. Click Refresh

35. Fields are created with data

36. Click Folders

37. Folders are created with data


south - generally for informational stuff, also could be for status bar