- Log in as described in Logging In.
Download the reference document import template. (Start with a fresh template for each import.)
(When opening your copy of the template, select Enable Macros?)
Populate your file with information about the reference documents that you want to import. The following table provides instructions for each column in the reference document import template:
Column Name Instructions Do Not Use Leave empty. Batch User Enter a batch user name in each row. You can provide any text in this column. The system does not validate this column. Batch Name Enter a batch name in each row. The combination of Batch User and Batch Name must be unique. Seq ID Specify a unique sequence ID in each row. 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.
Related topics:
