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Instructions

1. Find Import Button

In the map view, find the options ribbon at the top, and click:

File ā‡’ Import

Prospect import 1.png

2. Select document import

Document upload 2.png

3. Select the file

Click the Import file button.

Navigate to your chosen file, select and click Open, or double click.

The supported file formats are:

  • excel

  • word documents

  • powerpoints

  • pdf

  • REP files

  • html

4. Select the asset to upload the document to

Search for the asset.

Select the desired asset.

Upload the document.

Document upload 4.png

5. Review and access data.

You can load the data source you just uploaded to.

You can open the info panel for the asset you uploaded the profiles to by clicking the ā€œiā€.

Document upload 5.png

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