Import Documents

To Import Documents, follow the steps below.

  1. Click the Import button displayed on the top menu bar. This opens the Import Documents popup window.
  2. Drag & Drop the required files or click the Browse File/ Browse Folders option.

  3. Apply the relevant filters within the Assign Placeholders tab.
  4. Drag & Drop the necessary placeholder in the designated area.

  5. Click on the Fill Metadata tab where the Country, Category, and Document Type fields are by default selected.
  6. Click on the Import All & Apply Metadata button at the bottom of the popup window.