Serial Document Input

Input > Serial input > New documents

This function enables you to integrate general data into the database retroactively.

Open the Input tab and select Serial input > New documents.

As you can integrate several files at once, you need to assign a key for the document name. You can do this either with the Number Generator (GENUMMER.EXE program in .../exe directory) or via a user-defined text. Proceed as follows:

Activate the required option beneath Document number. Choose User-defined if you want to create the document name via a user-defined text and an ascending number.
Enter the text and a start number. The user-defined text will be supplemented with the ascending number.
If you want all documents to be assigned to a particular project, you can select this project in the Project number input field. If desired, enter a Designation in the same-named input field, or choose a predefined one from the drop-down list*.
Click Browse... to select the files you want to include in the database.
Activate the Write log file checkbox if you want to record the process. Click Path... to choose a storage location for the log file.
Click OK to start the transfer to the database.

Choose the Workflow object type:

The files will then be copied into the database with their master data. The original files will not be linked to the new documents and can be deleted if required.

* If a mapping for the attribute "Benennung" (=Designation) has been entered in the system file hel_fileattributes.ini, no manual inputs in the Designation input field will be possible. The input field will be greyed out in such cases.