Differences

This shows you the differences between two versions of the page.

--- wiki:autolit:utilities:inspector:bulk_actions [2023/12/06 15:22]
jthurnham [Bulk Document import:]
+++ wiki:autolit:utilities:inspector:bulk_actions [2023/12/06 15:25] (current)
jthurnham [Bulk Document import:]
@@ Line 72: / Line 72: @@
   * **Via Auto-Extracted Data** - This refers to document-record matching that is completed automatically by the software based on Title and DOI within the PDF (without any need to match PDF names against records in the nest).
   * **Via [[wiki:autolit:search:refids|Ref ID]]** - This refers to document-record matching that occurs using the record's Ref ID. Ref ID is the number assigned to a record based on when they were imported into the nest. e.g. Ref ID = 1 would be the first record in the nest, 2 would be the second, and so on. If you upload via Ref ID, **the PDFs you upload MUST have Ref IDs in their file names that match the records they should be attached to.**
+  * **Via External ID** - This refers to document-record matching using the record's external ID. This is externally assigned, and for successful import each document must contain only the number as the identifier.
 You can also check whether you would like to receive an email upon document import completion then hit Apply. The files will then be auto-matched against the records in your nest; if any PDFs fail to match, the email will note how many and which PDFs did not match.

Nested Knowledge