Import Documents

Follow the steps below to Import a document for a country.

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

  3. After the files are uploaded or dragged and dropped, the popup window displays two steps – Assign to Placeholders and Fill Metadata & Import.
  4. The Assign To Placeholder – select the checkbox of the documents uploaded from the center of the popup window.
  5. Select the Placeholder from the dropdown menu of the Placeholders section displayed on the right side of the popup window. Selecting the placeholders is mandatory to enable the Next button.
  6. Click the Next button displayed at the bottom of the popup window.

  7. The Fill Metadata & Import – Step 2, the Country and Category fields are by default selected.
  8. Scroll down to view the Document Type field. Click the Tag icon to display a Select Document Type popup window.
  9. Expand the dropdown and select the appropriate type. Click the Select button.

  10. The selected document type is reflected in the field.
  11. Click the Import 1 Documents button displayed at the bottom of the popup window.