Configuring General Options
Settings for Desktop Import/Export can be configured from the Options dialog, which can be accessed by clicking the Options button in the bottom left corner of the main window.
Options Dialog
General Tab
| Group | Option | Description |
|---|---|---|
| Default DMS | iManage Work |
Sets the default DMS type to WorkSite. Note: You must have DeskSite or FileSite installed in order to connect to a WorkSite server. |
| NetDocuments | Sets the default DMS type to NetDocuments. When this option is selected, you must choose a region (US, EU, or AU) from the drop-down menu below. | |
| License | Update... |
Opens a file browser for selecting a license.xml file. Note: If you do not specify a valid license, Desktop Import/Export will run in trial mode. |
| View... | Opens your current license in the default text editor. | |
| Logs | Errors | Opens the ErrorLog.txt file, which contains a log of application events and errors. |
| Import/Export... | Opens the ImportExportLog.txt file, which contains a log of import and export events. | |
| Include Debug Messages | Log debugs events to ErrotLog.txt in %AppData%\Prosperoware\Milan.Client\BinderCmd\. By default, this option is disabled. |
iManage Work Tab
| Group | Option | Description |
|---|---|---|
| Search Result Limit | Documents per Search | The maximum number of items WorkSite will return when performing a search through the Import Wizard. The default value is 9,999. |
| Documents per Folder | The maximum number of documents that will be displayed per folder in the Export Wizard. | |
| Import | Use IDOL-Compatible Duplicate Checking | Perform searches for duplicate documents using IDOL's search syntax. |
| Allowed Document Types > Configure... | Opens DocTypes.config, which specifies all doctypes that can be imported by the application, in your default text editor. All supported doctypes are listed within the DocTypes element as DocType empty elements. | |
| Default Profile Properties > Folders... | Opens workspace2foldermetadata.config in a text editor. This file dictates which WorkSite metadata fields are inherited by a folder from its parent workspace after import. | |
| Default Profile Properties > Documents... | Opens the ImpProperties.config file, which allows you to expose or hide the WorkSite metadata fields loaded on the Import Wizard when Show Metadata Columns option is clicked. | |
| Export | Index File Contents > Profile Properties... | Opens the docproperties.config file, which allows you to configure the WorkSite metadata fields included in the index.csv and HTML index files created during export. |
NetDocuments Tab
| Group | Option | Description |
|---|---|---|
| Export | Concurrent Downloads per Job | The maximum number of concurrent items (Undefined variable: Netdocuments) will return when performing a search through the Import Wizard. The default value is 10.(This function needs to be confirmed) |
Customization Tab
| Group | Option | Description |
|---|---|---|
| Import Wizard | Show "Advanced" Tab | Display the Advanced tab in the Import Wizard. |
| User Interface | Option Visibility... |
Opens the captions.config file, which allows you to set the visibility of controls in the application's dialogs. Note: As of version 3.8, customizing application text via captions.config has been deprecated. |
Configuration Files
DocTypes.config
All doctypes that can be imported by Desktop Import must be defined as DocType empty elements within the DocTypes element in DocTypes.config.
DocType Attributes
| Parameter | Description |
|---|---|
| Name | Extension of document being imported. |
| Value | Alias used in WorkSite. |
| Allow-Import | Import documents of this type; can be set to either True or False. |
workspace2foldermetadata.config
The WorkSite metadata fields that are inherited by a folder from its parent workspace after import are defined as metadata empty elements within the configuration element in workspace2foldermetadata.config.
Metadata Attributes
| Parameter | Description |
|---|---|
| name | WorkSite attribute ID of the metadata field. |
| description | Caption of the metadata field. |
| inherit | If set to True, the workspace's metadata value is inherited by all subfolders and documents. |
ImpProperties.config
Profile field captions, which are used in the Import Wizard and index.csv files, can be specified in ImpProperties.config. Each field must be listed in the file as a docProperty element within the configuration element and have the following attributes.
| Parameter | Description |
|---|---|
| name | WorkSite attribute ID of the metadata field. |
| description | Friendly name used in Import Wizard and index.csv files. |
| include-in-index | If set to True, the field is displayed in the Import Wizard and included when importing |
Supported Profile Fields
The following profile fields can be imported or exported via Desktop Import/Export. By default, all fields are enabled.
| Name | Description |
|---|---|
| imProfileDescription | Description |
| imProfileAuthor | Author |
| imProfileOperator | Operator |
| imProfileType | Type |
| imProfileClass | Class |
| imProfileSubClass | Subclass |
| imProfileCustom1 | Client |
| imProfileCustom2 | Matter |
| imProfileCustom3 - imProfileCustom30 | Custom3 - Custom30 |
| imProfileComment | Comments |
| imProfileMessageUniqueID | MessageID |
| imProfileHasAttachment | Has Attachment |
| imProfileFileCreateDate | File Create Date |
| imProfileFileModifyDate | File Modify Date |
| imProfileEditDate | Modify Date |
| imProfileCreateDate | Create Date |
| imProfileDocNum | Doc Number |
| imProfileVersion | Version |
docproperties.config
Docproperties.config specifies the WorkSite metadata fields to include in the index.csv and HTML index files created during export. Each property must be defined as a docproperty empty element within the file's configuration element.
| Attribute | Description |
|---|---|
| name | WorkSite attribute ID of the metadata field. |
| description | Caption of the metadata field. |
| include-in-index | If set to True, the field will be included in the export index files. |
