Import

The Import button helps the user add a document to the Documents section.

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

   

4. Select the required file from the system.
5. The Import Documents popup window displays two options – Assign To Placeholders and Fill Metadata & Import.
6. (Optional) The Assign to Placeholder – select the appropriate Category from the dropdown menu.

   Note: The category selected here changes the options displayed in the next step.

   

7. Click Next.
8. The Fill Metadata & Import – enter the details in the fields marked with an asterisk (*).
9. Click the Import Documents button displayed at the bottom of the popup window.