This comes in handy particularly when using the bulk loader to move current contracts or upload new contract containers. Below are instructions on how to get a quick listing of all existing folder names so you can copy and paste them into your spreadsheet and avoid any bulk loader errors due to typos:
- Go to Company Admin - User Security and History Reports - User Security Settings Report
- Choose an Admin (yourself!) and Execute
- In Excel, perform a “Find and Replace” (keyboard shortcut: Ctrl + H) and replace the two periods in Column A with Your Company Name\Contract Management System
Example: iContracts General Hospital\Contract Management System
Original Report:
After “Find and Replace”
