The document category and tags import layout allows you to import the category and tag(s) for a document. You will generate the "Document Categories and Tags" export from the "Quick Excel Exports" menu to generate a list of all employee documents for you to populate and import back into the system.

Generating Import Template

To help you import your document's categories and tags, you should use our "Quick Excel Export".

1. Expand Data, expand Exports, and click Manage from the menu. 
   
2. Click Export Document Categories and Tags.
   
3. Your web browser will download and save the Excel document.

Using Import Template

The Excel document will have two worksheets for you to use.

• The first worksheet will contain a list of all existing employee documents with appropriate document ID's and employee information. You will fill in the "DocumentCategory" and "DocumentTags" columns with the appropriate category and tags.

  • Columns A-F should not be modified to ensure the appropriate documents are updated.
  • Only one document category can be entered.
  • If you are entering multiple document tags, they should be separated with a vertical bar ("|" character above Enter key) to separate different tags. For example, 2026|Confidential.

  

• The second worksheet will contain a list of your current categories and tags you can use.
  

General Information on Importing

For general information on importing data, refer to the following dedicated article that details how to import a file, supported formats, and other related information.

Import Layout

As you should be using the "Document Categories and Tags" export, only the "DocumentCategory" and "DocumentTag" should be used. All other columns should not be modified.  

If columns are added or removed, the import process file will stop, and an error message will be shown, resulting in no records processed and an error logged in the import history.