Export Entities from an Information or Incident Report
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Select Incident Reports or Information Reports > Select Create From Word/PDF Documents.
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Select the type of source entity you want to create in the Source entity type drop-down.
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Select the Document direct checkbox if you don't want a document entity to be created based on the relationship you've specified.
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Select the type of document you want to associate with the report in the Document Type drop-down.
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Specify the relationship between the report and the document in the Relationship drop-down.
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Select the required security profile in the drop-down provided.
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Select the type of user who should have access to the report:
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Designations
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Teams
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Users
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Use the Select
icon to select users within these groups.
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Select Browse to find and select a directory containing the document(s) you want to process.
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To include documents from subfolders in the selected folder, select the Include subdirectories checkbox.
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Select or deselect the files listed.
You can preview a document by selecting it in the Document area.
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Select Create > Select Yes to confirm you want to create the report.