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Version: v1.6.40-dev2 🚧

Import from File System

Overview​

The Import from File System method allows you to import documents from directories on your local machine or network drives. This method supports glob patterns for flexible file selection and is ideal for bulk imports from organized directory structures.

Import from File System

When to use​

  • Bulk imports: When you have many documents in organized directories
  • Network drives: For importing from shared network locations
  • Automated workflows: When using consistent directory structures
  • Large document sets: For importing hundreds or thousands of files
  • Organized storage: When documents are already organized in folders
note

For document processing options, see the Shared Document Processing Options section in the main documentation.

Directory structure examples​

Simple directory​

/documents/
├── report1.pdf
├── report2.docx
└── presentation.pptx

Glob pattern: *.{pdf,docx,pptx}

Nested directory structure​

/documents/
├── 2024/
│   ├── Q1/
│   │   ├── sales_report.pdf
│   │   └── marketing_data.xlsx
│   └── Q2/
│       ├── financial_summary.pdf
│       └── budget_analysis.docx
└── 2023/
    └── annual_report.pdf

Glob patterns:

  • All PDFs: **/*.pdf
  • 2024 documents only: 2024/**/*
  • Q1 documents: 2024/Q1/*

Mixed file types​

/reports/
├── sales/
│   ├── monthly_sales.pdf
│   ├── quarterly_summary.docx
│   └── data_export.csv
└── marketing/
    ├── campaign_results.pdf
    └── strategy_document.docx

Glob patterns:

  • All documents: **/*.{pdf,docx}
  • CSV files only: **/*.csv
  • Sales documents: sales/*
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