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