Importing Names

Importing Names into an existing database is a straightforward process.

Under File -> Import, or on the Documents right-click menu, choose Import Names

Note

You can also Right-click in the Documents tab menu, select Import, and then Import Names

You can import Names from a Text File Only – you choose the delimiter. In this example we will be using a Tab delimited text file.  You MUST ALWAYS HAVE Media ID first and then Names.

There are couple ways to prepare your files depending on what you want to put Names on.

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Main Documents

Here is how to format your text file to put names on your Main Document (parent):

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Individual Document Pages

Here is how format you text file to apply names on specific pages of your documents (children).

Tip

As shown below, you can also at a Bates Number on a page. In your text file, simply add another tab after the name and enter the bates number.

Made a mistake? Currently, there is no way to delete names unless you do it one by one using F2. We suggest using Delete/Delete from Database and then re-adding the document(s).