Importing documents

Importing documents from Adobe Illustrator to MoonDesk

Importing documents is done exclusively from the Adobe Illustrator plugin.

In MoonDesk, you can create a new document and import it, or upload existing documents. In both cases, documents need to have a minimum sorting in order to be able to be imported. Classifiers are values related to documents, and the more classifiers a document has, the easier it will be for it to be handled.

Once imported, the documents will be available for their use and visualization in MoonDesk's web app.

In order to learn more about classifiers, you can click on the following link:

Document sorting

Ways for importing files

Upon accessing the Import tab within the Adobe Illustrator plugin, you will be able to see 3 ways of importing files:

Screenshot of the "Import" tab

1. Creating a new document and importing it (New file)

• Create a new document in Adobe Illustrator.

• Then import it to the plugin click on import.

2. Importing a document from your computer (Open file)

• Open the file to import in Illustrator.

• Go to the Import tab.

• Select the document type and the classifiers it will be identified with. This additional data within the document will be linked.

• Click on the Import button. The tool will validate a series of rules previously established by the administrator (check rules). In case it finds any errors, you can correct it on the spot and import again.

• The document will be added to the platform, in draft status, by default.

3. Mass document importing (Bulk import)

1. In the plugin, go to the Import tab .

2. Select the type of document to import, and assign values to the classifiers shared by all documents. Assigning a value to each classifier is not mandatory; unassigned ones will have the blank value.

3. Click on "browse" in order to access the files on your computer.

4. Select the folder where the files to be imported are, and click on "open".

5. Press the "start" button in order to start the mass import. Each file will be reviewed according to the rules established by the company, and you will need to accept each one of them one by one (as the review process is individual).

6. The files will be uploaded to MoonDesk, identified with their import number, and the Bulkimport tag, as well as the names of the location where your files were imported from. With these tags, you will not lose information upon importing the files, and re-sorting them will be easier.