{"id":21837,"date":"2022-05-27T11:18:05","date_gmt":"2022-05-27T09:18:05","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-data-importer\/administrators-guide\/configuring-import-profiles\/importing-documents-to-open-bee-portal\/"},"modified":"2026-05-13T09:37:57","modified_gmt":"2026-05-13T07:37:57","slug":"importing-documents-to-open-bee-portal","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-data-importer\/administrators-guide\/configuring-import-profiles\/importing-documents-to-open-bee-portal\/","title":{"rendered":"Importing documents to Open Bee\u2122 Portal"},"content":{"rendered":"\n<p>This type of import allows you to import documents from a Windows folder (local or remote) to Open Bee\u2122 Portal while preserving the tree structure.<\/p>\n\n<p><strong>Limitations<\/strong> :  <\/p>\n\n<ul class=\"wp-block-list\">\n<li>It classifies documents with the default classification rule, i.e. without metadata<\/li>\n\n\n\n<li>If a document is deleted from the Windows folder after importing, it will not be deleted in Open Bee\u2122 Portal.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Configuration<\/h2>\n\n<p>The first step in the configuration is to choose the import type &#8220;Import documents without metadata to Open Bee\u2122 Portal&#8221; and give a name to the configuration.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"823\" height=\"279\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/05\/image-4.png\" alt=\"\" class=\"wp-image-11300\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/05\/image-4.png 823w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/05\/image-4-300x102.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/05\/image-4-768x260.png 768w\" sizes=\"auto, (max-width: 823px) 100vw, 823px\" \/><\/figure>\n\n<p>The second step is to define the source folder where the documents to be imported will be retrieved as well as the destination folder where the documents will be imported.<\/p>\n\n<p>All documents and subfolders will be imported while maintaining the tree structure.  <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"783\" height=\"496\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/04\/image-7.png\" alt=\"\" class=\"wp-image-15244\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/04\/image-7.png 783w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/04\/image-7-300x190.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/04\/image-7-768x486.png 768w\" sizes=\"auto, (max-width: 783px) 100vw, 783px\" \/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Network Directory<\/strong><\/p>\n<cite>Le dossier source peut \u00eatre un r\u00e9pertoire r\u00e9seau.<br>Dans ce cas, il faudra configurer les informations de connexion.<br><img decoding=\"async\" width=\"400\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908190.png\"><br><\/cite><\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Advanced options<\/strong><\/p>\n<cite>It is possible to configure a sending frequency that will automatically import new documents every XX minutes\/hour.<\/cite><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>This type of import allows you to import documents from a Windows folder (local or remote) to Open Bee\u2122 Portal while preserving the tree structure. Limitations : Configuration The first step in the configuration is to choose the import type &#8220;Import documents without metadata to Open Bee\u2122 Portal&#8221; and give a name to the configuration. [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":21828,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21837","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21837"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21837\/revisions"}],"predecessor-version":[{"id":21842,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21837\/revisions\/21842"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21828"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}