Importing Excel

Watch the following video to see how to import an Excel message schedule.

Follow the steps below to import an Excel message schedule after a client review.

Step 1 Go to the SIGN table

Step 2 Press the Import Button in the Toolbar

Step 3 Select the file you want to import

Step 4 Press Export Button

Step 5 Setup import field mapping

source field::serial <-> target field::serial

Client Notes -> Target Field::Client Notes

Import action: Update matching records in found set.

Select: Don't import 1st record (contains field names)