Export Entities from an Information or Incident Report

  1. Select Incident Reports or Information Reports > Select Create From Word/PDF Documents.

  2. Select the type of source entity you want to create in the Source entity type drop-down.

  3. Select the Document direct checkbox if you don't want a document entity to be created based on the relationship you've specified.

  4. Select the type of document you want to associate with the report in the Document Type drop-down.

  5. Specify the relationship between the report and the document in the Relationship drop-down.

  6. Select the required security profile in the drop-down provided.

  7. Select the type of user who should have access to the report:

    • Designations

    • Teams

    • Users

  8. Use the Select icon to select users within these groups.

  9. Select Browse to find and select a directory containing the document(s) you want to process.

  10. To include documents from subfolders in the selected folder, select the Include subdirectories checkbox.

  11. Select or deselect the files listed.

    You can preview a document by selecting it in the Document area.

  12. Select Create > Select Yes to confirm you want to create the report.