The dialog provides a large area where you can manually enter a list of new drawers or folders to create. Entering items is easy. Just type one name per line. You can check the list of names periodically by clicking the Validate List button. This will make sure that there are no invalid characters in the list.
You can create subfolders for the items in your list. Use the Tab key to show where the subfolders go in relationship to the item above them. For example, the following items would create one drawer and two folders:
Smith, Brooke
Estate Plan
Living Documents
Here is the same example, except that the first subfolder has two folders of its own:
Smith, Brooke
Estate Plan
Wills
Trusts
Living Documents
Most databases, personal information managers, address book applications, etc., will allow you to export a list of names to either a plain text file or a comma-separated text file which Enterprise Organizer Pro can import. Each item in the file will then be inserted into the list of names where you can edit or remove any entry as well as add additional items. When you click OK, Enterprise Organizer Pro will validate the list and then a new drawer or folder will be created for each item in the list.
Specific instructions for text and comma-separated files follow.
Enterprise Organizer Pro can import names from any plain text file. The file 1) should contain only one name per line, and 2) should be saved as Plain Text or ANSI Windows Text with a .txt extension. You will know that a file is plain text if the file can be opened in Windows Notepad (Windows Start button > Run > enter notepad.exe > OK).
To import a text file, click the Import from File button on the Add Multiple Items dialog. Browse to and select the file and then click Open. The list of names will be read from the file and inserted into the list of names.
A comma-separated file is similar to a plain text file. The difference is that it has one "record" per line with multiple "fields" per record. Fields are normally surrounded with quotation marks and are always separated by a comma. Hence the name comma-separated values or CSV file. Comma-separated files must have a .csv extension.
Click the Import from File button on the Add Multiple Items dialog. Browse to and open the .csv file. The file will be opened into a new dialog – the Import Items from File dialog where you can determine what fields will be used in the drawer/folder name.
The new names will then be added to the list where you can edit them, delete items, or add additional items.
Before you create the items in Enterprise Organizer Pro, note that there are two extra options:
When you are ready to create the items in Enterprise Organizer Pro, click the OK button. Enterprise Organizer Pro will quickly check for name conflicts (unless you have selected Ignore Duplicates) and will make sure that none of the names have illegal characters: / : * ? " ¦ =. If any problems are reported, you can correct them before creating the new items.
NOTE: Adding multiple items cannot be undone.
Article ID: 190
Created On: Mon, Oct 28, 2013 at 5:23 PM
Last Updated On: Mon, Jun 23, 2014 at 8:12 PM
Authored by: KB Admin02 [[email protected]]
Online URL: https://kb.quikbox.com/article.php?id=190