PolicyTech provides two methods for importing documents:
Document-only import: After importing documents into the PolicyTech database using this method, you can use Bulk Edit to assign document properties and workflow tasks.
Document plus metadata import: This method lets you assign many document properties to all imported documents at once using a metadata spreadsheet.
Important: To avoid unforeseen and possibly irreversible issues, we strongly recommend that you get assistance from NAVEX Global Professional Services before attempting a metadata import.
For further instructions, go to one of the