Import Adobe Illustrator documents into MoonDesk

Importing documents is done exclusively from the Adobe Illustrator Extension.

In MoonDesk you can create a new document and import it or upload existing documents. In both cases in order to upload a document you must have a minimum rating. Classifiers are document-related values, the more classifiers a document has, the easier it is to manage them.

Once the documents are imported into the MoonDesk, they will be available for use and viewing in the web application.

To learn more about Classifiers you can go to the following link:

Classification and values of a document

Create a new document and import it (New file)

You can create a new document in Adobe Illustrator and then import it into the extension by clicking Import.

"Open file": Import a document from your computer

1. Open the file to import in Illustrator

2. Go to the Import tab

3. Select the document type and the classifiers with which the document will be identified. At that time, the additional data is linked within the document.

4. Pressing the Import button will validate a series of rules previously set by the administrator (check rules). In case you find any errors you can modify them on the spot and import them again

5. The document is added to the platform, in draft state by default

"Bulk Import": Bulk import of documents

To import several files at the same time we will use the Bulk import tool.

1. From the extension, go to the Import tab

2. Select type of document to import and give values to the classifiers (it is not mandatory to assign a value to each classifier, only the values shared by all the documents must be selected, those that are not assigned will have the value blank).

3. Click on Browse, this allows you to access the files on your computer.

4. Select the folder of files to import and click Open

5. Press the Start button, the bulk import will begin. Each file is reviewed according to the rules established in the company, you must accept one by one as it reviews each document

6. The files are already uploaded to MoonDesk, they are identified with the import number and with the labels: Bulkimport, as well as the names of the location of your files from where they were imported. With these tags, you won't lose any information when you import the files and it will be easier to classify them.

view of the extension with imported documents and their tags

Note: the option to control rules can be deactivated before pressing the Start button.