Importing Documents

The Import Document tool enables you to import a complete document into a section.

Note - The import process may not convert all the formatting exactly as per the original document, therefore further editing may be required.

Supported document types for import are:

  • PDF
  • Microsoft Word
  • HTML
  • Text files
  1. From the main Dashboard select Guideline Designer.
  2. From Guideline Designer select an existing guideline or create a new guideline.
    See - Create a New Guideline.
  3. If required, select Insert New Section from the toolbar or right click and select Insert New Section , to create a new Section.
  4. Select the Section for the location of the imported document.

  5. From the Tools drop-down or the right click menu choose Import Document.

    The Import Document pop-up displays.

  6. Select Browse to locate your document.

    Then select Open, the pop-up refreshes with your document name.

  7. Select Import to proceed.

    A notification displays "Are you sure you would like to import this document?".

  8. Select Yes to confirm.

  9. To edit the imported document double click within the section or right click and choose Edit selected section.

  10. Sections can be moved up or down a Guideline as required.

    1. Select a Section to move.

    2. From the toolbar or the right click menu select Up or Down .
  11. On completion, select File from the toolbar, then choose from:
    • Save
    • Save As - Assign a different name to the Guideline
    • Save as Template - If you want to convert the Guideline to a Template, select this option.
      Note - Save as Template does not remove the version saved as a guideline, if this is no longer required this can be Archived under Administration > Manage Workflows.