Import Documents

To Import Documents, follow the steps below.

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

   

3. Click on the Assign Placeholders tab and apply the relevant filters.
4. Drag & Drop the necessary placeholder in the designated area.

   

5. Click on the Fill Metadata tab where the Country and Category fields are by default selected.
6. Scroll down to view the Document Type field. Click the Tag icon to display a Select Document Type popup window.
7. Expand the dropdown and select the appropriate type. Click the Select button.

   

8. The selected document type is reflected in the field.
9. Click on the Import All & Apply Metadata button at the bottom of the popup window.