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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

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.

 

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