Overview<\/h3>\n\nImport records from Word Document Wizard<\/i> enables you to import records from Microsoft Word<\/i> compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository<\/i>. This wizard helps you import records of different record types along with their fields defined in paragraphs or tabular format.
\nThis wizard can also help you import description of records in full rich text format containing tables, images, embedded OLE Objects<\/i> and Visio <\/i>diagrams.<\/p>\n
NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/p>\nIn this article, you will learn how to create an Import Profile<\/i> for importing records from Word document.<\/font><\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open Import records from Word Document Wizard<\/h3>\n\nRefer to the article How do I open Import Records from Word Document Wizard<\/a> for information on various methods by which this wizard can be opened.<\/p>\n<\/div><\/div>\n\nStep 2. Specify a location where you want to import the records<\/h3>\n\n![\"media_1509947343965-1-1-1-1-1-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Select a document that you want to import into OneView<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n\nThe Files of type<\/strong> drop-down menu lists all available document formats from which records can be imported into TopTeam<\/i>.<\/p>\n<\/div><\/div>\n\n\n\n<\/div>\n\nEnable Debugging<\/font><\/strong>: Check this option to enable detailed logging of the import process. This is required in case TechnoSolutions Support<\/i> need to analyze the import process. Enable this option only on request of TechnoSolutions Support<\/i>.<\/font><\/p>\n<\/div><\/div>\n\nStep 4. Choose the option for creating an Import Profile<\/h3>\n\n\n<\/div>\n\nFor importing using other two options (Use a saved Import Profile<\/strong> and Load Import Profile from a file (*.xml)<\/strong>), refer to the article Using Import Records from Word Document Wizard.<\/a><\/p>\n<\/div><\/div>\n\nStep 5. Define Rules for the Import Profile<\/h3>\n\n\n<\/div>\n\nEach parser rule helps in importing records of different record types from the document.<\/p>\n<\/div><\/div>\n
\nStep 6. Add Rules for Import Profile<\/h3>\n\n\n<\/div>\n\nTo learn how to add rules, refer to the article How to add rules for importing records from Word document using Add Rule Wizard<\/a>.<\/p>\n<\/div><\/div>\n\nStep 7. Multiple parser rules have been added<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Preview of the parsed records<\/h3>\n\n\n<\/div>\n\nBefore you click Next<\/strong>, you can verify whether parser has correctly read your data using this option.<\/p>\nShow parser rule for this record:<\/strong> 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. <\/p>\n<\/div><\/div>\n\nStep 9. Specify Package Structures for Packages in the document (optional)<\/h3>\n\n\n<\/div>\n\nNOTE<\/strong>: <\/p>\n\n- This page will NOT display if there are NO Package<\/i> records in the parser rules.<\/strong><\/li>\n
- During import, hierarchy rules of Package Structure <\/i>are NOT enforced on the Packages<\/i>. However, if a record hierarchy satisfies Package Structure <\/i>hierarchy rules, corresponding Traceability Rules <\/i>will be automatically applied.<\/strong><\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 10. Save the newly created Import Profile (optional)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 11. Specify if you want to process Advanced Workflow and Automation Rules during import (optional)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 12. View Import Record Summary<\/h3>\n\n\n<\/div>\n\nNOTE: Depending on the number and size of records (images, Visio files, OLE, embedded OLE, etc. ) it may take some time for the import process.<\/font><\/strong><\/p>\n<\/div><\/div>\n\nOneView Document editor displays with the newly imported records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nSee Also<\/h3>\n\nHow to import records from Word document using saved Import Profile<\/a>
\nHow to import records from Word document using an external XML based Import Profile file<\/a>
\nUsing Import Records from Word Document Wizard<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: September 18th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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. <\/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-43655","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-bm7","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655","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=43655"}],"version-history":[{"count":8,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655\/revisions"}],"predecessor-version":[{"id":44033,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655\/revisions\/44033"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43655"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Import records from Word Document Wizard<\/i> enables you to import records from Microsoft Word<\/i> compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository<\/i>. This wizard helps you import records of different record types along with their fields defined in paragraphs or tabular format.
\nThis wizard can also help you import description of records in full rich text format containing tables, images, embedded OLE Objects<\/i> and Visio <\/i>diagrams.<\/p>\n
NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/p>\n In this article, you will learn how to create an Import Profile<\/i> for importing records from Word document.<\/font><\/p>\n<\/div><\/div>\n Refer to the article How do I open Import Records from Word Document Wizard<\/a> for information on various methods by which this wizard can be opened.<\/p>\n<\/div><\/div>\n The Files of type<\/strong> drop-down menu lists all available document formats from which records can be imported into TopTeam<\/i>.<\/p>\n<\/div><\/div>\n Enable Debugging<\/font><\/strong>: Check this option to enable detailed logging of the import process. This is required in case TechnoSolutions Support<\/i> need to analyze the import process. Enable this option only on request of TechnoSolutions Support<\/i>.<\/font><\/p>\n<\/div><\/div>\n For importing using other two options (Use a saved Import Profile<\/strong> and Load Import Profile from a file (*.xml)<\/strong>), refer to the article Using Import Records from Word Document Wizard.<\/a><\/p>\n<\/div><\/div>\n Each parser rule helps in importing records of different record types from the document.<\/p>\n<\/div><\/div>\n To learn how to add rules, refer to the article How to add rules for importing records from Word document using Add Rule Wizard<\/a>.<\/p>\n<\/div><\/div>\n Before you click Next<\/strong>, you can verify whether parser has correctly read your data using this option.<\/p>\n Show parser rule for this record:<\/strong> 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. <\/p>\n<\/div><\/div>\n NOTE<\/strong>: <\/p>\n 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.<\/font><\/strong><\/p>\n<\/div><\/div>\n How to import records from Word document using saved Import Profile<\/a> Revised: September 18th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n <\/p>\n","protected":false},"excerpt":{"rendered":" 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. <\/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-43655","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-bm7","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655","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=43655"}],"version-history":[{"count":8,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655\/revisions"}],"predecessor-version":[{"id":44033,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43655\/revisions\/44033"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43655"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Who should read this?<\/h3>\n
\n
Step 1. Open Import records from Word Document Wizard<\/h3>\n
Step 2. Specify a location where you want to import the records<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n<\/p><\/div>\n
Step 3. Select a document that you want to import into OneView<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n
\n<\/div>\n
Step 4. Choose the option for creating an Import Profile<\/h3>\n
\n<\/div>\n
Step 5. Define Rules for the Import Profile<\/h3>\n
\n<\/div>\n
Step 6. Add Rules for Import Profile<\/h3>\n
\n<\/div>\n
Step 7. Multiple parser rules have been added<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 8. Preview of the parsed records<\/h3>\n
\n<\/div>\n
Step 9. Specify Package Structures for Packages in the document (optional)<\/h3>\n
\n<\/div>\n
\n
Step 10. Save the newly created Import Profile (optional)<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 11. Specify if you want to process Advanced Workflow and Automation Rules during import (optional)<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 12. View Import Record Summary<\/h3>\n
\n<\/div>\n
OneView Document editor displays with the newly imported records<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
See Also<\/h3>\n
\nHow to import records from Word document using an external XML based Import Profile file<\/a>
\nUsing Import Records from Word Document Wizard<\/a><\/p>\n<\/div><\/div>\n