Import

To import the document types, follow the steps below.

  1. Click on the Import button from the top menu bar.
  2. On the Document Types Import window, upload a file containg the metadata details in .XLSX file format.


  3. Click on the ‘See the sample worksheet template’ to download a specimen template and add the metadata.
  4. Once the file is uploaded, click on the Next button.


  5. In Step 2, setup the metadata fields mapping.



  6. In Step 3, verify & confirm the metadata fields mapping and click on the Next button.



  7. In Step 4, review the import progress and results.