How to Dump Discovery into NetDocuments, The Folder Import Tool

Posted in NetDocuments Tips, NetDocuments User Tips on November 8, 2018 by Craig Bayer

THIS ARTICLE IS OUT OF DATE.  PLEASE CLICK HERE TO SEE THE NEW FOLDER IMPORT TOOL.  

 

The NetDocuments Upload button is great for getting small groups of documents into the program, but you can only upload documents, you cannot upload folders.  When you get a discovery or a group of documents created for someone, it is a painstaking process to go into each folder and upload the documents in it.  Thankfully, NetDocuments has a folder import tool, that allows you to select a folder and it uploads all the documents and subfolders.

As you can see from the picture above, I was able to upload the Discovery from Craig Bayer Folder and all the documents and subfolders in it.

Step 1:  Download the NetDocuments Folder Import Tool

https://vault.netvoyage.com/neweb2/apps/Foldimp.msi

Step 2: Create a Place in NetDocument for your Documents

You might already have a location created.  If you want to save documents to a Workspace, you can create a folder like seen from above.

Step 3: Launch NetDocuments Folder Import Tool

Step 4: Select a Location on your PC (1) and a Location in NetDocuments (2) and click Next

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Step 5: Hit Start

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Step 6: Review the import log for anything that wouldn’t go up.

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NetDocuments will not import the following:

  • Files with no Extension
  • Files over 1gb
  • Folders that over 1000 files or 500 subfolders
  • Anything with the extension of exe, com, bat, js, vbs, pif, cmd, dll, ocx, and pwl.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer