{"id":43612,"date":"2018-09-04T02:30:43","date_gmt":"2018-09-04T09:30:43","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=43612"},"modified":"2018-09-18T02:43:55","modified_gmt":"2018-09-18T09:43:55","slug":"using-import-records-from-word-document-wizard","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/43612\/using-import-records-from-word-document-wizard\/","title":{"rendered":"Using Import Records from Word Document Wizard"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">Traditionally, <i>Requirements, User Stories, Use Cases<\/i>, etc. are defined in Word documents. A word document may contain artifacts of different types defined in paragraphs or tables and differentiated using heading styles, numbered bullets and paragraph styles.<\/font><\/p>\n<p><i><font color=\"#000000\">Import Records from Word Document W<\/font><\/i><font color=\"#000000\">izard helps you in importing these artifacts of different types from <i>Microsoft Word<\/i> compatible documents (<i>*.docx, *.doc, *.rtf<\/i>) into <i>TopTeam repository<\/i> under <i>OneView Document<\/i> or <i>Package<\/i> in the correct order, type and hierarchy.<\/font><\/p>\n<p><font color=\"#000000\">Using this wizard you can import records of:<\/font><\/p>\n<ul>\n<li><font color=\"#000000\">Business Requirements<\/font><\/li>\n<li><font color=\"#000000\">User Stories<\/font><\/li>\n<li><font color=\"#000000\">Functional Requirements<\/font><\/li>\n<li><font color=\"#000000\">Business Rules<\/font><\/li>\n<li><font color=\"#000000\">Glossary<\/font><\/li>\n<li><font color=\"#000000\">All shipping and custom record types<\/font><\/li>\n<\/ul>\n<p><font color=\"#000000\">You can also import records of non-artifact record types such as:<\/font><\/p>\n<ul>\n<li><font color=\"#000000\">Packages<\/font><\/li>\n<li><font color=\"#000000\">Folders<\/font><\/li>\n<li><font color=\"#000000\">Text, etc.<\/font><\/li>\n<\/ul>\n<p><font color=\"#000000\">This wizard can also help you import description of records in full rich text format containing tables, images, embedded <i>OLE Objects<\/i> and <i>Visio<\/i> diagrams. <\/font><\/p>\n<p><font color=\"#000000\">This article will guide you on how to import artifacts from word document using this wizard.<\/font><\/p>\n<p><strong>NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li><i>.Net 2.0 <\/i>or higher is installed for using the import.<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">1. Opening &quot;Import Records from Word Document Wizard&quot; in TopTeam<\/h3>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">You can open the <i>Import Records from Word Document Wizard<\/i> from different locations in <i>TopTeam Desktop App<\/i>. <\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536560132102-1.png\" width=\"566\" height=\"520\" alt=\"media_1536560132102-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">For information on opening this wizard from other locations, r<\/font>efer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43625\/how-do-i-open-import-records-from-word-document-wizard\/\" target=\"_blank\">How do I open Import Records from Word Document Wizard<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2. Importing Records from Word Document Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536575545120-1.png\" width=\"800\" height=\"609\" alt=\"media_1536575545120-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2a. Importing records by creating a new Import Profile<\/h3>\n<div class=\"StepInstructions\">\n<p>You can import records that are defined in your word document by using the step-by-step wizard that allows you to define rules for import parser. This will create UI based <i>Import Profiles<\/i>. <br \/>\nFor this import method, choose the second option <strong>Create a new Import Profile <\/strong>as shown in the image above if you are creating an <i>Import Profile<\/i> for the first time. <\/p>\n<p>For more information on creating rules to import records, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43655\/importing-records-from-word-document-to-topteam-repository-using-wizard\" target=\"_blank\">Importing records from Word document to TopTeam repository using wizard<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2b. Importing records by using a saved Import Profile<\/h3>\n<div class=\"StepInstructions\">\n<p>If you have a document that has a similar layout as the document from which you had imported records earlier, you can use the same <i>Import Profile<\/i> of the previous document for the current document by saving the <i>Import Profile<\/i>. <br \/>\nFor this import method, choose the first option <strong>Use a saved Import Profile<\/strong> as shown in the image above which will be visible only if you have saved any <i>Import Profiles <\/i>created by you earlier. <br \/>\nYou can reuse <i>Import Profiles<\/i> and save your time for creating rules. However, you can modify rules if required.<\/p>\n<p>For more information on importing records using saved <i>Import Profile<\/i>, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43718\/how-to-import-records-from-word-document-using-saved-import-profile\" target=\"_blank\">How to import records from Word document using saved Import Profile<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2c. Importing records by using an XML based Import Profile file<\/h3>\n<div class=\"StepInstructions\">\n<p>If you want to import from a document that has traceability defined, fields in paragraphs or tables in mixed layouts, in that case use XML based <i>Import Profile<\/i>. This option is recommended for the users who have technical know-how of working with XML, <i>TopTeam<\/i> and import parser XML structure.<br \/>\nFor this import method, choose the third option <strong>Load Import Profile from a file (*.xml) <\/strong>as shown in the image above.<\/p>\n<p>For more information on using an external XML based <i>Import Profile<\/i> file, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43759\/how-to-import-records-from-word-document-using-an-external-xml-based-import-profile-file\/\" target=\"_blank\">How to import records from Word document using an external XML based Import Profile file<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/4835\/how-do-i-import-requirements-from-excel\/\" target=\"_blank\">How do I import Requirements from Excel<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/4869\/how-do-i-import-requirements-from-my-word-document\/\" target=\"_blank\">How do I import Requirements from my Word Document<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: September 18th, 2018 <\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Traditionally, Requirements, User Stories, Use Cases, etc. are defined in Word documents. A word document may contain artifacts of different types defined in paragraphs or tables and differentiated using heading styles, numbered bullets and paragraph styles. Import Records from Word Document Wizard helps you in importing these artifacts of different types from Microsoft Word compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository under OneView Document or Package in the correct order, type and hierarchy. Using this wizard you can import records of: Business Requirements User Stories Functional Requirements Business Rules Glossary All shipping and custom record types You can <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[46,288,210],"class_list":["post-43612","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-import","tag-oneview","tag-word"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-blq","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43612","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=43612"}],"version-history":[{"count":7,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43612\/revisions"}],"predecessor-version":[{"id":44016,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43612\/revisions\/44016"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43612"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43612"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}