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How to import documents

How to import documents

Instructions

1. Find Import Button

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

File ⇒ Import

Document import Artboard 1.png
Import menu location

2. Select document import

Document import Artboard 2.png
Document import

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

Document import Artboard 3.png
Document import Artboard 4.png

4. Select the asset to upload the document to

Search for the asset.

Select the desired asset.

Upload the document.

Document import Artboard 6.png
Assign the document to an asset

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 “i”.

Document import Artboard 7.png
Review and access the uploaded data

6. Access the attachments

When in the info panel of an asset, click on the attachments icon.

Production profile Artboard 10.png
Access the attachments

8. Manage data

From the attachments you can:

  • Change access permissions for the documents.

  • Delete documents.

Document import Artboard 11.png
Manage the documents

 

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