Download the reference document import template. (Start with a fresh template for each import.)
(When opening your copy of the template, select Enable Macros? TBD)
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 The unique version identifier of the Administered Item. AI Long Name TBD AI Type The name of the type of the Item Doc Name TBD Doc Text TBD Doc Type TBD Doc Context Each cell in this column has a drop-down list of all valid Contexts. Select a value from that list. Doc Lang TBD Display Order TBD URL TBD As you populate your file, keep in mind the following points:
- You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.
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.
- Log in as described in Logging In.
- From the Manage menu, select Manage Data. The Manage Data page appears. Select Reference Document Import. The Reference Document Import page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites.)
- From the Import menu, select Data Object Import.
- Import the file, as described in TBD.
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