Importing a Modified Standard Document

This guide explains how to import a zip file containing a modified standard document into Formpak.

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

1. Go to Batch Import Document Types

2. Click Browse and select the downloaded zip file
3. Select the following options:
• Add New Document Types – No
• Modify Existing Document Types – Yes
• Details to Modify – Update selected details
• Versioning Properties – Yes – Replace Existing – Yes
• Document Supply Condition – No
• Document Requirements – No

4. Click Import
• Leave ‘Save as a new version’ unticked, click OK

Once the file is imported the document can be tested.

To test/use the modified document

1. Go to Print a Document for an Item
2. Enter an Item and select the required Document