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7.3. Zipper Tool

Purpose and Background

Some portals require that bulk upload be done via a .zip file.  In this case you will use the Zipper Tool.  (Elevate and InvestCloud are examples of portals that require the files be zipped to upload).

Note:  You can select all or a portion of the assemblies using the common Windows keyboard commands (Ctrl+A will select all the assemblies on the list.  Shift+click and Ctrl+click work in this pane as well).

Zipping your Assemblies

Right-click and choose Send to > Zipper.
Load the configuration (instructions) from the Config folder by selecting Configuration > Open Configuration and selecting the appropriate config file.
Here's a brief overview of the different fields in the Zipper Tool:
Output zip file path - the location in which the zip file is placed.
Maximum zip file size before split - this allows you to add an appropriate file size if your portal will only allow a certain size zip file.  This will create multiple zip files to upload with the appropriate size for your portal.
Zip entry name pattern - the pattern Assemblage will use to create the PDF files inside the zip.  If your pattern has YYYY QQ or something equivalent, you'll want to change this pattern to be the appropriate year and quarter.
Zip entry name result - Highlighting a file in the "Files to Process" list will populate this field.  You should spot check a few of these to make sure that an appropriate zip entry exists.
Once you've spot checked the results you are ready to "zip" the files
Select all files you wish to zip and select "Zip"
Note: If you do not highlight any of the items in the items to process list, it will zip *all* items.
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