Import and Export Templates
Lunr uses configurable templates to standardise the structure and mapping of document metadata during bulk imports and exports, ensuring consistent, accurate, and governed data exchange across systems.
Overview
Import and Export Templates in Lunr are used to standardise and simplify the import and export of data by defining consistent structures for both content and metadata. Well-designed templates reduce manual effort, minimise errors, and ensure data is mapped correctly when documents are ingested into or extracted from the system.
- Import templates can be configured to align incoming files with the appropriate document types, metadata tags, and naming rules, enabling repeatable and predictable bulk operations.
- Export templates, ensure that documents and associated metadata are delivered in a consistent format suitable for downstream systems, reporting, or archival purposes.
Defining and maintaining templates centrally allows administrators to support scalable data exchange while preserving data integrity and compliance with governance requirements.
Import Templates
Design your worksheet and then use the fields to matching column headings with Lunr tags. You can edit or delete a match by clicking the Options dots.
Export Templates
Design your worksheet and then use the fields to matching column headings with Lunr tags. You can edit or delete a match by clicking the Options dots.
Workflows
Lunr uses configurable workflows to manage document lifecycles by controlling states, transitions, approvals, permissions, and governance rules, ensuring documents move through consistent and auditable review and release processes.
General Settings
Organisation-wide configuration options that control core Lunr behaviour, including site defaults, content generation, PDF stamping, user management, search, workflows, notifications, and document-related settings.