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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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1. To import from CSV or XML data files, In the Import Type group, click Data & Documents.
   
   
2. To use a CSV data file, do the following:
   
   
   1. In the File Format group, enable CSV.
      
      
      
      
   2. Enter the path to the directory to be monitored for import in the Source Path text box.  The files associated with the data do not need to be in the same path. File paths for each row in the CSV are indicated in the data. The service account running the GlobalCapture Engine will need direct access to the files, wherever they are located.
      
      
   3. Enter the character used to denote a field in the CSV in the Field Delimiter text box. (The default is a comma.)
      
      
   4. Enter the characters used to denote a string in the CSV in the String Delimiter text box. (The default is quotation marks.)
      
      
   5. To include column headers in the CSV data being imported, enable Source File Includes Headers.
      If selected, the column headers will be used to map the data within the columns to GlobalCapture Fields and (if installed) GlobalSearch Fields. If not selected, the data columns within the CSV file must be in the same order as the Fields to which you are importing. The string delimiter and field delimiter tell GlobalCapture how the fields and strings are separated within the CSV file. If you are not using headers include a field called File Path as the first field of the process fields side bar in your workflow. You do not have to transfer that field to your GlobalSearch archive it can be left as a GlobalCapture field.
      
      
   6. To preserve the image files specified in the CSV files in their source location, enable Preserve Image Files.
      If this option is selected, the original image files referenced in the CSV file will remain in their source directory. If not selected, the Import Node will remove imported image files from their source directory.
      
      
   7. Click SaveExample
   8. You don't need the file name in the import area only the folder path to the CSV file. Can't be an excel file must be a CSV.

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