This tool allows an organization to import Documents using an Excel file and a system file path into your Synergy database.

This functionality is perfect to use when you are first start using Synergy and wish to add this documents into Synergy.  Also when documents are created and stored locally on drives, you may wish to have them imported in a bulk process, rather than manually creating them within Synergy.

An Excel spreadsheet is created with data on these new documents. This spreadsheet includes the fields that can be selected for the metadata to be stored properly within each account.  This data will require the filepath of the document.  When imported into Synergy using these fields, the documents will be stored and linked to Accounts / Contacts / Items and other tags.

A mapping of data from the database and the Excel spreadsheet is used.

When imported into Synergy using these fields, new documents will be created.  These documents will have the document from the file stored as a document within these new documents.

Documents can be imported by a System Administrator or other Resources that have the rights for this importing process.  Templates can be built to allow similar Excel sheets to be uploaded
without re-mapping of fields.

GLM System’s free fields may be used within the importing process.