Personnel Dossier | Automatic Import of Link Documents into Database

Task #8538 | 5051.200

Customers managing documents in the Personnel Dossier (SwissSalary NAV Plus is a precondition) have had the opportunity to link the documents to a drive (link) or to upload the documents directly to the NAV database. We recommend integrating the documents directly into the database, since the “link” function has many disadvantages. If, for example, the drive concept is restructured in the company, the documents in files lose the link and can no longer be opened.

In a later update, we will remove the «link» option in the “Payroll master data -> tab General -> Dossier save mode”. Afterwards, new documents can only be imported into the NAV database.

We have developed an automatic import feature for customers who want to switch from “link” to “database” import. Change the value from “Link” to “Database” in the Payroll master data. The following query will appear:

All documents are now imported into the NAV database. Do you want to continue?

By clicking Yes, all documents in the Dossier will be automatically transferred to the NAV database. Documents with a missing link (document no longer exists in the drive path) will not be skipped. If the documents are not found, because they are all in a different drive, the value can be reset to Link again and switched back to Database. The import process will restart.