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Question

Question

import load file

asked on October 29, 2015

We have a load file (CSV file) that has a column for the Document Name, Invoice #, Vendor Name. We also received tif images that are named by the file name that is in the CSV file name column. I imported all of the documents into the LF repository through quick fields. Quick Fields named the document and stored it in the repository and named the tif to whatever it was named by.

Now that the tif documents are all in the lf system. I am having trouble trying to figure out how to get Workflow to query the CSV file and match the name of the file with the file name column in the CSV and then pull over the corresponding information that is in the row. Any idea how this can be done would be appreciated.

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Replies

replied on October 29, 2015

Are all the documents in the same folder in LF after Quick Fields processed them? I assume your Quick Fields does not have the look-up add-on?

 

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