Importing Documents

Importing Documents

Importing a New Document

This process explains how to import a zip file containing a new document into Formpak.

Documents will be sent from our team as a zip file. Download the file – please don’t unzip

  1. Select Batch Import Document Types
  2. Browse and select downloaded zip file, Click Open, select options below:
    • Add New Document Types – Yes
    • Modify Existing Document Types – No

  3. Click Import
    • Leave ‘Save as a new version’ blank – when testing

Once the file is imported the document can be tested.

To test/use document

Select Print a Document for an Item and enter an Item and select Document name


Last updated Jan 2020
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