How to import documents
Instructions
1. Find Import Button
In the map view, find the options ribbon at the top, and click:
File ⇒ Import
Import menu location
2. Select document import
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
4. Select the asset to upload the document to
Search for the asset.
Select the desired asset.
Upload the document.
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”.
6. Access the attachments
When in the info panel of an asset, click on the attachments icon.
8. Manage data
From the attachments you can:
Change access permissions for the documents.
Delete documents.