1. Click on Cog in the top tool bar.
2. Click on Import Folder Structure.
3. Download the Excel Template.
The next step is to populate the template with your folder structure. If you click into each cell instructions will be displayed on how to populate that cell.
Folder Name - Enter the folder name. E.g. Mechanical PDF Drawings.
Folder Code - This must be a unique code. You might use MECH for Mechanical Drawings.
Folder Path - Use this field to create subdirectories. If you want to create a folder with a code of "DRWG" and also create a subfolder underneath it called "MECH" configure your spread sheet in the following manner:
4. When the spreadsheet is complete, select your file and click Next to run the import.
5. If upload is successful you will see this. You can either click Finish or Configure Permissions (Click here for configure permissions).
6. If there are errors, the following screen will be displayed.
If there are errors, hit the Back button and correct your spread sheet, and restart upload.