How to Import Document Handling Files

When importing, you add a folder into the All Items hierarchy tree on the QA Handbook tab.

During import you can also choose to which unit/unit groups to distribute the files or postpone configuring the distribution settings.

To import a container with files:

1. Go Document Handling -> Overview and select the QA Handbook tab.
2. Right-click the All Items node or any desired folder on the QA Handbook tab, and then select Import Structure.

1. Confirm the information message and select the folder/disk to import. This can be any storage available via the file browser.

Note: It may take a while to import more than 1 Gb.

1. (You can skip this step and perform it later) In the window that opens, select unit(s)/ unit group(s) to which the files will be distributed during the replication. (For more on distribution, see Distributing Imported Folders with Files)  Use CTRL+ to select multiple items.

                          Check the All units checkbox to distribute to all available units in one pass.

1. Click OK to start file import.

Once the import finishes:

• The imported folder shows on the QA Handbook tab with the files in the Files and File Metadata windows to the right.
• The imported files are copied into either the “Document Handling” folder of System File Path or the folder specified as your storage for your SQL Server File Table.
• The imported files are “Read-only”. During edits, new copies of files are created.
• The files are not assigned to any modules until you add them to modules (with the Add File To button). 
• The files are not available on ship installations if you have not distribute the files to unit/unit groups and replicate them. (If replication is enabled and running, the replication is done automatically.)
• Once distributed or assigned to modules, everyone can see the files in TM Master in the corresponding modules