Information

You can digitalize an existing filing plan and import an entire structure.

Requirements

This function is only available in the ELO Java Client.

You need a CSV file or an XLS file with your filing plan.

Information: Only the first worksheet is read and processed.

The first row of the table must contain the respective ELO fields. There is no restriction to the type and number of transferred fields here.

Method

1. At the top level, create a folder for the filing plan using the Start > New folder function.

2. Select the folder you just created to import the filing plan to it.

3. On the Repository tab, click Import filing plan.

4. In the Import filing plan dialog box, select the CSV or XLS file.

5. Click Load and confirm your selection in the Import filing plan dialog box.

Result

The filing plan is imported to the selected folder.

Outlook

The filing plan can now be filled by creating files in the groups of the filing plan via Public Sector > Create file.