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Import
Import

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  1. Drag the Import Node from the Nodes Pane to the Design Canvas.

  2. In the Import Node Settings dialog that appears, enter a unique name and enter a description.  For easier maintenance, use a Node’s Description field to include details about its purpose in a Workflow, in case you need to modify it later. 

  3. The Data Validation checkbox is enabled by default to enforce Data Type or Length settings for Fields. When it is unchecked, the batch will error in the Batch Manager, but the Node will still extract data and populate a Field, even if it is of invalid Data Type or Length. Errors will stack for every Field for which there is a data-settings mismatch. For more information, see the Data Validation page.

  4. Specify how often the Workflow will check for new files by entering days, hours, and/or minutes in the Frequency group.
    Time will begin as soon as the Workflow is saved and published.

  5. To create thumbnails of document pages, enable Generate Thumbnails for Improved Validation.  Enabled by default, this creates thumbnails of the document pages at time of capture that you can use to view and edit documents. Thumbnails can be generated on demand during the validation process. This process is quick, but in high-volume situations a noticeable processing delay might occur. If the Thumbnails have already been generated at time of capture, it is much faster for the server to simply relay the resulting images.  If your workflow process doesn't involve validation, or validation is only performed in error conditions, disabling this option can improve performance.

  6. Optionally, to convert document at import, in the Convert Formats to PDF group, select a file format:

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i. CVS formatting example with headers. 

j. Import of CSV data into a multi value field is not a supported.




  1. To import XML files, do the following:

    1. In the File Format group, enable XML.

      Import Node Settings dialog with File Format XML selected.

    2. Enter the path to the Windows directory to be monitored for import in the Source Path text box.

    3. To preserve the original image files referenced in the XML files in their source location, enable Preserve Image Files.

    4. Click Save.

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