Automatically translated from Dutch. Some wording may be inaccurate.
The conversion tool provides an organised way to transfer files and folders from the external archive to the Regelneef archive. Open it from Settings.
The tool has seven tabs for record types that can have an external archive: employees, clients, cars, subcontractors, intermediaries and goods.
Double-click a row to open its details.
Each tab lists records that have, or should have, an external archive, such as employees with at least one placement. Investigate records for which no folder is shown: a folder may exist without Regelneef having a link to it. Correct the link first, otherwise those files will not be uploaded.
Click Analyse all records to examine the records' archives.
The External contents column shows the number of files and their total size. Regelneef contents shows the same for the Regelneef archive. If both sides match, Regelneef contents is green; otherwise it is orange.
External folders that cannot be found are reported after analysis and marked red.
Uploading can take some time and applies to selected records. To upload everything, select all records with Ctrl+A and click Upload files.
Records that already have files in the Regelneef archive are skipped. To replace those files, first use Clear Regelneef archive to clear the archives of the selected records.
Totals appear below the contents columns. Matching totals indicate that all external folders known to Regelneef have been transferred successfully.
Please note
The tool relies on external folder links recorded in Regelneef. Folders on a network drive without a Regelneef link are not shown and will not be uploaded. Carefully check records for which no external archive is shown.
User permissions for the Regelneef archive can be configured in detail within each user level. The Miscellaneous tab has a button to initialise these permissions from each level's existing external archive permissions. You can then refine them within each level.