Import & Export

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.
   
   
   

Exporting

To export the document types, follow the steps below.

1. Click on the Export button from the top menu bar.
   
   
   
2. On the Export window, select any one options from the source category

3. All Document Types: This option will retreive data for all document types.

   Specific Categories: This options allows exporting document types associated with specific categories.

   If Specific Categories option is selected, specific the Categories and Metadata fields into their respective fields.

4. Click on the Export button once the necessary options are selected.
   
   
   
5. Click on the Get Job Result button to download an Microsoft Excel Worksheet into the local system.
   
   
   
6. The downloaded file displays the Metadata Header and Metadata tabs with the respective details.