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. This 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
While importing, wizard provides you an option to save an import profile for future use. <\/p>\n
There are two types of Import Profiles<\/i> which can be saved:
\n1. UI based Import Profile<\/i>
\n2. XML based Import Profile<\/i><\/p>\n
UI based Import Profiles<\/strong> are the one which were created by defining rules<\/i> using user interface.
\nFor more information, refer to the article Importing records from Word document to TopTeam repository using wizard.<\/a><\/p>\nXML based Import Profiles <\/strong>are the one which were created by using an import parser rules file.
\nFor more information, refer to the article How to import records from Word document using an external XML based Import Profile file<\/a>.<\/p>\nIn this article, you will learn how to reuse these saved import profiles for importing records from Word document.<\/p>\n
NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/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_1536651159432-1.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 "Use a saved Import Profile" option<\/h3>\n\n\n<\/div>\n\nNOTE: The “Use a saved Import Profile” <\/i>option displays only if you have saved an Import Profile<\/i>.<\/strong><\/p>\n<\/div><\/div>\n\nStep 5. Select a saved Import Profile<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n\nUse Rename<\/strong> and Delete<\/strong> options when you want to change the name and delete any Import Profile<\/i>, respectively.<\/p>\nNOTE: To edit the saved Import Profile<\/i>, follow the wizard and save it again.<\/strong><\/p>\n<\/div><\/div>\n\nStep 6. All the rules defined for the selected profile are displayed<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. You can add, modify or delete existing rules<\/h3>\n\n\n<\/div>\n\nNOTE: This wizard page displays only when you have selected UI based Import Profile<\/i>.<\/strong><\/p>\nFor more information on adding rules, refer to the article <\/font>How to add rules for importing records from Word document using Add Rule Wizard<\/a>.<\/p>\n<\/div><\/div>\n\nStep 7.1. Modify existing rules<\/h3>\n\n\n<\/div>\n\nWhen you choose to modify a rule, Edit Rule Wizard<\/i> opens as shown in the image below.<\/p>\n<\/div><\/div>\n\nStep 7.1.1. Edit Rule Wizard opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7.1.2. Modify document range<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7.1.3. Select desired record type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7.1.4. You can choose a different formatting style for the records in the selected range<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7.2.5. Modify conditions to identify record’s title<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Click Next after adding, modifying or deleting rules<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 9. Preview of the modified 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 10. You can save the Import Profile as new or same (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 an external XML based Import Profile file<\/a>
\nUsing Import Records from Word Document Wizard<\/u><\/a>
\nImporting records from Word document to TopTeam repository using 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. While importing, wizard provides you an option to save an import profile for future use. There are two types of Import Profiles which can be saved: 1. UI based Import Profile 2. XML <\/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-43718","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-bn8","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718","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=43718"}],"version-history":[{"count":5,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718\/revisions"}],"predecessor-version":[{"id":44081,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718\/revisions\/44081"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43718"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43718"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43718"}],"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. This 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
While importing, wizard provides you an option to save an import profile for future use. <\/p>\n
There are two types of Import Profiles<\/i> which can be saved:
\n1. UI based Import Profile<\/i>
\n2. XML based Import Profile<\/i><\/p>\n
UI based Import Profiles<\/strong> are the one which were created by defining rules<\/i> using user interface. XML based Import Profiles <\/strong>are the one which were created by using an import parser rules file. In this article, you will learn how to reuse these saved import profiles for importing records from Word document.<\/p>\n NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/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 NOTE: The “Use a saved Import Profile” <\/i>option displays only if you have saved an Import Profile<\/i>.<\/strong><\/p>\n<\/div><\/div>\n Use Rename<\/strong> and Delete<\/strong> options when you want to change the name and delete any Import Profile<\/i>, respectively.<\/p>\n NOTE: To edit the saved Import Profile<\/i>, follow the wizard and save it again.<\/strong><\/p>\n<\/div><\/div>\n NOTE: This wizard page displays only when you have selected UI based Import Profile<\/i>.<\/strong><\/p>\n For more information on adding rules, refer to the article <\/font>How to add rules for importing records from Word document using Add Rule Wizard<\/a>.<\/p>\n<\/div><\/div>\n When you choose to modify a rule, Edit Rule Wizard<\/i> opens as shown in the image below.<\/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: 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 an external XML based Import Profile file<\/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. While importing, wizard provides you an option to save an import profile for future use. There are two types of Import Profiles which can be saved: 1. UI based Import Profile 2. XML <\/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-43718","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-bn8","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718","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=43718"}],"version-history":[{"count":5,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718\/revisions"}],"predecessor-version":[{"id":44081,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43718\/revisions\/44081"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43718"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43718"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nFor more information, refer to the article Importing records from Word document to TopTeam repository using wizard.<\/a><\/p>\n
\nFor more information, refer to the article How to import records from Word document using an external XML based Import Profile file<\/a>.<\/p>\nWho 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 "Use a saved Import Profile" option<\/h3>\n
\n<\/div>\n
Step 5. Select a saved Import Profile<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n
Step 6. All the rules defined for the selected profile are displayed<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7. You can add, modify or delete existing rules<\/h3>\n
\n<\/div>\n
Step 7.1. Modify existing rules<\/h3>\n
\n<\/div>\n
Step 7.1.1. Edit Rule Wizard opens<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7.1.2. Modify document range<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7.1.3. Select desired record type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7.1.4. You can choose a different formatting style for the records in the selected range<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7.2.5. Modify conditions to identify record’s title<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 8. Click Next after adding, modifying or deleting rules<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 9. Preview of the modified parsed records<\/h3>\n
\n<\/div>\n
Step 10. You can save the Import Profile as new or same (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
\nUsing Import Records from Word Document Wizard<\/u><\/a>
\nImporting records from Word document to TopTeam repository using wizard<\/a><\/p>\n<\/div><\/div>\n