Overview
Import records from Word Document Wizard enables you to import records from Microsoft Word compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository. This wizard helps you import records of different record types along with their fields defined in paragraphs or tabular format.
This wizard can also help you import description of records in full rich text format containing tables, images, embedded OLE Objects and Visio diagrams.
NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.
In this article, you will learn how to create an Import Profile for importing records from Word document.
Who should read this?
- TopTeam Users
Step 1. Open Import records from Word Document Wizard
Refer to the article How do I open Import Records from Word Document Wizard for information on various methods by which this wizard can be opened.
Step 2. Specify a location where you want to import the records
Step 3. Select a document that you want to import into OneView
The Files of type drop-down menu lists all available document formats from which records can be imported into TopTeam.
Enable Debugging: Check this option to enable detailed logging of the import process. This is required in case TechnoSolutions Support need to analyze the import process. Enable this option only on request of TechnoSolutions Support.
Step 4. Choose the option for creating an Import Profile
For importing using other two options (Use a saved Import Profile and Load Import Profile from a file (*.xml)), refer to the article Using Import Records from Word Document Wizard.
Step 5. Define Rules for the Import Profile
Each parser rule helps in importing records of different record types from the document.
Step 6. Add Rules for Import Profile
To learn how to add rules, refer to the article How to add rules for importing records from Word document using Add Rule Wizard.
Step 7. Multiple parser rules have been added
Step 8. Preview of the parsed records
Before you click Next, you can verify whether parser has correctly read your data using this option.
Show parser rule for this record: Click this option to display and highlight the rule for the selected record. This is useful if any record has NOT been imported by the parser, you can click this option and go to the corresponding parser rule and fix it.
Step 9. Specify Package Structures for Packages in the document (optional)
NOTE:
- This page will NOT display if there are NO Package records in the parser rules.
- During import, hierarchy rules of Package Structure are NOT enforced on the Packages. However, if a record hierarchy satisfies Package Structure hierarchy rules, corresponding Traceability Rules will be automatically applied.
Step 10. Save the newly created Import Profile (optional)
Step 11. Specify if you want to process Advanced Workflow and Automation Rules during import (optional)
Step 12. View Import Record Summary
NOTE: Depending on the number and size of records (images, Visio files, OLE, embedded OLE, etc. ) it may take some time for the import process.
OneView Document editor displays with the newly imported records
See Also
Revised: September 18th, 2018