Hello, how can we help you?

Recent Searches: SoftExpert Survey tasks - SoftExpert Survey views - Revising a survey template - Adding a question group

Importing a document

 

Prerequisites:

 

Introduction

In the Document component, it is possible to import documents in batches to facilitate the creation process in the system.

See below how to do so:

 

Importing a document

1. Access the File > Document (DC003) menu.

2. Click on the arrow next to the button.

3. Select the Create document using wizard option.

4. Go to the Import XLS tab.

5. Click on Select on the board to the left or drag the template spreadsheet in the .xls format in your inventory.

6. Click on the Finish button.

7. An external screen will be opened; wait for the import to finish. If there are issues with the import, the system will inform what must change.

 

Conclusion

The document has been imported. It is now possible to use it in the Document component.


Was this article helpful?