Creating and Running Client Subfolder Template Batch Files
After you create your client subfolder template and export it to Microsoft Excel, create a client subfolder template batch file. The client subfolder template batch file will create standard subfolders under each client folder that you have in the C:\MyContacts\Clients folder.
This topic explains how to create and run a client subfolder template batch file by first working with the FolderList.xls file you created when you exported your client subfolder template to Microsoft Excel to create the proper structure for your client subfolder template batch file.
Once you have created the proper structure for the batch file in Microsoft Excel, you then copy and paste the contents from one of the columns in the FolderList.xls file into a text file to create the batch file.
To create a client subfolder template batch file:
2. Insert three columns to the left of column A by completing the following steps:
a. Right-click on the column A heading, and then click Insert.
b. Right-click on the column A heading a second time and then click Insert again to add a second column.
c. Right-click on the column A heading a third time and then click Insert again to add a third column.
3. In the first cell in column A, type XCOPY.
4. In the first cell in column B, enter the following path to the MyTemplates folder:
C:\MyContacts\MyTemplates
5. In the first cell in column C, type a double quote (") character.
6. In the first cell in column E, type a double quote (") character.
7. Select the first cell in column F, and then in the Microsoft Excel formula field type /e.
The following image shows the formula you should type in the Microsoft Excel formula field:
8. In the first cell in column G, copy and paste in the following formula:
=CONCATENATE(A1," ",B1, " ",C1,D1,E1, " ",F1)
9. After you copy and paste the formula into column G, the contents in column G should be similar to the following example:
XCOPY C:\MyContacts\Template "c:\MyContacts\Clients\LastName, FirstName" /e
If you do not see the concatenated line as shown, there may be a problem in the formula. For more information about troubleshooting the formula, first make sure that you have specified the correct values for each cell by reviewing steps 2 through 8.
If the concatenated line still does not display correctly, for more information about troubleshooting the formula see the Microsoft Excel Help or contact
SmartVault Support for further assistance.
10. After you confirm that the first row concatenates as it should, use Microsoft Excel's drag and copy feature and copy the contents of cells A, B, C, E, F and G down the entire column height to the last populated cell in column D. Your CSV file should be similar to the CSV file in the following image:
11. In the FolderList.xls file, select and then copy the contents of column G.
12. Copy the contents of column G into Notepad by completing the following steps:
a. In the C:\MyContacts folder, open a new text file by right-clicking in the white space below the list of files and folders in the MyContacts folder and then clicking New > Text Document.
b. Open the new text file, and then on the Edit menu, click Paste.
c. On the File menu, click Save As.
d. In the File name field, type Template.bat.
Note: When you type the file name, make sure you remove the .txt file extension.
e. Click Save.
f. In the C:\MyContacts folder, double-click on the Template.bat file to run the batch file.
Based on the number of folders you are copying to, a DOS window may flash as Windows executes the copy commands in the batch file.
g. Review the subfolders under each client in the MyContacts\Clients folder to confirm the client subfolders display correctly under each client folder.
