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Upload multiple documents to the digital archive at the same time

FM-Portal

IC1971
FM-Portal

Uploading multiple documents is a special case of table-specific import. Using a UNC path—that is, accessing a specific folder with a username and password—you can import multiple documents into the digital archive.

Explanation of UNC paths (external link)

Procedure in the FM Portal

  1. Enter the UNC path to the folder where the documents are located.

  2. Enter your Windows username.

  3. Enter your Windows password.

Login form for document import with UNC path, username, password fields and buttons for connection test and document list creation
Login form for document import with UNC path, username, password fields and buttons for connection test and document list creation

  1. Click Create Document List.

You will receive a list containing the correct paths to your documents.

  1. Now go to Infrastructure Building Management - Digital Archive - Document Search in the Archive and click on the Results List tab.

  2. Under Export, download the template for data import and fill in all fields. Enter the file paths from the document list in the last column.

Screenshot of eTASK export menu with
Screenshot of eTASK export menu with "Vorlage für Datenimport" (Template for data import) option highlighted

Note: The File Name column must contain the correct file name, including the file extension (e.g., “Abrechnung.pdf”).

  1. Now follow 📄 Daten mithilfe von Excel importieren IC1109

The documents are added to the Digital Archive using the Excel import.

Check this out too:

📄 Einzelne Dokumente im Digitalen Archiv hochladen IC1970

📄 Daten mithilfe von Excel importieren IC1109

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