Firms regularly need to move content for lateral file transfer, new clients, and other purposes. A powerful desktop utility designed for administrators and end-users.
Search and select target workspaces, folders, and subfolders
Preflight check for invalid or unsupported metadata to ensure smooth import
Receive notification of completed process via a link to the new content in the DMS
Designed for lawyers, records department, administrative professionals, Risk, and IT Teams
Quickly import documents from lateral hires, new clients, or the courts
Import individual documents, folders, workspaces, or entire libraries with automatically applied confidentiality, ethical walls, and security
Import email from PST files, automatically extracts .msg metadata
Recreate folder structures or import into existing folders
Handles large volumes at high-speed without tying-up the desktop
Easily select documents, folders, or entire workspaces and rename and reorganize content, fix invalid characters and names
Run multiple imports through parallel processing
Create CSV or HTML indexes of documents and histories
Replicate folder structures and contents of search folders
Ability to include ‘unfoldered’ documents and flatten folder contents
Read more about Desktop Import & Export from our product datasheet.