NextGen Knowledge Center

Import Directory Contents in a Batch

You can import an unlimited number of files as a batch from a directory. You can import the files with the following formats:
  • .jpg
  • .tif
  • .png
  • .bmp
  • .pdf
  1. Open NextGen® Document Management.
  2. On the toolbar, select Batches.
  3. In Image Batches, select the open menu button, and then select New.
  4. In Batch Information, enter a description for the batch of documents or images.
  5. On the toolbar, select Scan & File to open the Batch Information window.
    Batch information screen

    Figure 1.

  6. Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer.
  7. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch.
  8. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox.
  9. In Acquire Profile, select Directory Import, and then select Acquire.
  10. In Browse for Folder, select the directory that contains the files you want to import, and then select Ok.
  11. Optional: If you want to cancel the import process, select Shift+C, and then when a confirmation message appears, select Yes to stop the file import process at the currently imported file,
    The batch contains all the files that are imported up to the point you canceled the process.
  12. To assign the acquired batch to a user, select the user from the Secured to User list.

    You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch.

  13. Optional: To disable workflow tasking for the batch, select the Disable Tasking for This Batch checkbox.
  14. Select OK to save the batch.
    A significant event is created recording the action of importing a directory.
Import Directory Contents in a Batch