Document Management Software
  • Home
  • PinPoint
    • PinPoint Document Management
    • ARIE
    • Contact Management
    • Single Sign-On
    • Document Management Compliance
  • Solutions
    • Industries
    • Cloud Based Document Management
    • Self Hosted Document Management
    • Channel Partners
  • Pricing
  • About Us
  • Blog
  • Customer Portal
Free Trial
Save this page as a PDF

ARIE Folder Load

Using the Folder Load function, ARIE can add multiple folders to a cabinet for you . Please follow the steps below to prepare a spreadsheet for your folder load. Following these instructions is very important to ensure the correct data is loaded into the correct field.

  1. Begin by going to Admin in the user menu, then click the Folders button on the admin Dashboard or below the admin menu.
  2. At the Manage Folders page, select the Cabinet you want to load folders to.
  3. Review the folder field names. Take special note of the order of the fields and the field types set for each (Text, Numeric, Date Type, Drop-Down, Checkbox). Before loading your folders, you MUST make sure the Folder Title field for the cabinet has been set as a Unique field.
  4. Now, create the spreadsheet for the folder load (.xlsx, .xlx, .csv).
    • Across the first row, type each folder field name in a separate column. It is very important that the field names are in the order they appear within PinPoint.
    • Once you have entered all your field names in row 1 in the correct order and spelling, it is time to input the data. This can be done manually, or you can paste the data from another system into your spreadsheet. Each row below row 1 will be a new folder entry into PinPoint (limit of 1,000 rows can be used per load).
  5. Finally, once your spreadsheet is ready to be loaded into PinPoint, go to the Manage Folders page, select the Cabinet, then click the Upload Folders button next to the Cabinet dropdown field (2nd button) to upload the spreadsheet.

A few notes:

We highly recommend trying to load only a few folders at first, that way you can ensure everything is going to the right place before loading several at once.

For any field that will be a Date Type, please enter Date Field as the column header in row 1, not the actual field name.

For Checkboxes: you will enter “0” or nothing to leave the check off; you will enter “1” for any check you would like on.

For Drop-Down fields, you will need to match the numeric value from a SQL table. If you are on the cloud, contact LSSP for those values. If you host on your own server, please submit a support ticket and LSSP can send you a script to run on your SQL server to retrieve those values.

For instances when “0” may appear as the beginning of a Numeric field: if the “0” is important to the structure of the number (i.e. zip code: 00108 is valid, 108 is not), please make this field a Text field, instead of Numeric. Numeric will eliminate “0” at the beginning of a number.

 

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

Privacy Policy

Cloud Based 

Self Hosted

Channel Partners

Customer Portal