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- Log in as described in Logging In.
Download the reference document import template and populate it with information about the reference documents that you want to import. (Start with a fresh template for each import.) The following table provides instructions for each column in the reference document import template:
Column Name Instructions Do Not Use TBD Batch User TBD Batch Name TBD Seq ID TBD AI Public ID TBD AI Version TBD AI Long Name TBD AI Type TBD Doc Name TBD Doc Text TBD Doc Type TBD Doc Context TBD Doc Lang TBD Display Order TBD URL TBD As you populate your file, you can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns.
- Save the file as CSV.
- Import the file, as described in TBD.