If you are moving from a different system to iTWO cx or are in need of uploading a large number of documents to the Publication Space, the excel import utility can be used to achieve this goal.
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1. Choose whether you are importing new documents or updating existing documents.
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Import New Documents is for uploading placeholders, new documents and for bulk importing new revisions of existing documents. Update Existing Documents is for updating metadata of existing documents WITHOUT creating a new revision/version. |
2. To bulk import placeholders, new documents and new revisions of existing documents select import new documents, choose whether you want to .
3. If you are importing placeholders place a tick in the import documents with blank file names as placeholders only checkbox.
34. If you want to update metadata for existing documents without updating a revision select update existing documents, you will need to choose .
5. Choose whether you want to:
- update placeholders (place a tick in the checkbox if you want to update placeholders).
- clear the existing value (unless it is a required field) or keep the existing value if a column (cell) in the excel file is empty.
46. Click on Select files.
57. Select your excel file.
48. Click Next.
The Import Utility Wizard will open.
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