Requires permission to create documentation. Import is draft-only; upload or extraction success does not publish a policy.
Steps
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Open Documentation Hub → Imports. Enter Batch name, select Document type and the destination Folder.
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Select Source files within the displayed limit of 50 files and 500 MB. Supported choices include PDF, DOCX, XLSX, PPTX, text/data files and common scan images.
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Choose whether to Use AI to extract metadata when AI credit is available. Review the selected filenames and remove unintended files before submitting the batch.
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Start the batch and monitor per-file progress. For an upload failure use Retry upload while the local file remains available; resume/retry an interrupted item through its displayed action.
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Choose Open draft for an accepted file or Open existing document when a duplicate is identified. Check extracted content, tables and metadata against the source, correct the draft, then submit it through review and publication.