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Importing a document or revision

This article is valid for the new Document (DC010) unified menu. Click here to access the procedure valid for the previous version of the menu.

 

 

Prerequisites

 

Introduction

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

 

Importing documents or revisions

1. Access the Document (DC010) menu.

2. Click on the arrow next to the +Create button.

3. Select the Via import option.

4. Drag the filled out import spreadsheet in .xlsx format to the specified location.

Import screen open with a template spreadsheet selected.

5. Click on the Import button.

6. Wait for the import to finish. If there is any problem, the system will inform what needs to be changed.

 

Conclusion

The document has been imported. Now, it is possible to use it in the Document component.


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