Typically, importing large amounts of content from lateral hires is a time-consuming process, requiring IT intervention, and tying up the user’s computer. Milan simplifies the process and allows work to continue uninterrupted.
Convert documents from a legacy document management system, such as DocsOpen, LegalKey, and Accutrac
Write SQL queries to map the metadata, security, and folder structure in the existing system to WorkSite and import as a whole
Horizontally scalable so imports happen as fast as the underlying infrastructure allows
End-users can import documents and entire folder structures at once with a single click
Documents import based on the firm’s underlying folder structure
Import entire folder structures without IT intervention or stopping work
Map documents or entire folder structures to workspaces in WorkSite and assign the necessary metadata
Folder profile data automatically applies from the target WorkSite folder to documents listed in the CSV file
Administrators can assign document profile metadata in bulk to a selection of documents or change document names in Excel
Email header information (such as to, from, cc, and date sent) is extracted and stored
Read more about Milan Matter File Transfer In from our product datasheet.