Defining a New Mapping Definition

Sets of column-field mappings can be saved and re-used for future imports.

1. Define the required mappings as described above, then select New command. The Mapping Name and Description fields are displayed, and the New function is replaced by Save.

   

2. Once the name and description for the mapping have been entered, select Save and the mappings will be saved and added to the Saved Mappings dropdown list.

   Note: Data can also be imported by selecting Import. However, it may save time to save the mappings if an import with those mappings is to be performed again.

3. Once the mappings have been set up, select Next >.

   A list of process items for which attached document details can be imported is displayed.

   

4. Select Import to proceed with the import. After the import is complete, a log of the imported document details is displayed:

   

5. Select Close the exit the import wizard.