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Importing a document

SE Document allows importing 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 File Document menu;

2.Click on the arrow next to the button and select the Create document using wizard option.

3.On the creation wizard that will be opened, click on the Import XLS option.

4.In the Import XLS field, upload the properly filled out spreadsheet.

5.Click on the Finish button on the bottom part of the wizard.

6.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.

7.Click on the Close option to leave the creation wizard.