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Importing a revision

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SE Document allows importing revisions / documents in batches from an Excel spreadsheet, in order to make the configuration of the records easier.

 

In order to perform an import, it is necessary to have a spreadsheet previously configured. See how to obtain and fill out the spreadsheet in the Configuring spreadsheets for document import section.

 

To do that, perform the following steps:

 

1.Access the Management Revision (DC007) menu;

 

2.Click on the arrow next to the button and on the Import XLS option.

 

3.On the screen that will be opened, click on the button, browse through the directories on your computer, and select the duly completed spreadsheet.

 

4.Click on the button.

 

5.At this point, an external application will be executed and a screen will be opened, allowing the spreadsheet import execution to be tracked. Wait until the system alerts that the process is done and, in case of error, verify the generated log.