Document Import

Document Import

In the Document Import Routine, you will identify the level under which the file will be saved.

  1. (Optional) If you have already saved an Import Template for this type of file and want to use it, click Load Template The Load Import Template window will appear (See Import Templates for more details)
  2. Select the appropriate template and click OK. This will load the parameters (including the mapping decisions) that have been saved for that import specification.
  3. If you have not loaded an Import Template, then set the appropriate Level 1, Level 2, Level 3 to which you are importing.
  4. If you have not already set these Levels up you may type a name directly into the blank field. In this case, you will be asked to confirm that you wish to add the new Level 1, Level 2, Level 3. Click Yes.
  5. Once you have selected the Levels, click Next. Otherwise you can click Back to make any necessary changes.
  6. You can also save your selection as an Import Template to pre-fill fields for similar imports.

 

See also:

  • Import Templates
  • Commit Your Document

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