With the help of import functionality present at Document Manager we can create folder structure in Unifier. To do this login into application, make sure you have access to Document Manager. Open company workspace. Click on Document Manger.
Click on File > Export > Structure and Properties
You will get a message from application, click on Yes.
A CSV file will get downloaded.
Open file using excel. If there is no existing folder or document present in document manager you will see following information in excel sheet.
Now, suppose you want to create a folder named “Contracts”. Then fill details in excel as shown in below image.
Row type will be F as folder needs to be created, I have provided name as Contract and description as Contract Folder.
Save the file in CSV format.
Open Unifier again, in same Document Manager page, click on File > Import > Structure and Properties.
File Upload pop up window will appear, fill details and select the edited CSV file.
If there is no error with CSV file you will get below message, click Yes.
Folder will get created.
Now let’s add sub-folder to this folder.
Again edit the same CSV file, add details of sub-folder as shown in below image.
Notice the ‘/Contract’ this will tell Unifier to create folders ‘Approved’ and ‘Pending’ under ‘Contract’ folder.
Save the file in CSV format, upload it in same way as we have uploaded first file.
Sub-folders will get created.