Importing Documents

Documents that were created before you started using Mamut or documents that, for some reason, were created outside the program can be imported in the Document Register to provide you with a better overview over all your documents. Documents you import can be linked to a contact, an employee or a project.

Note! The program supports the import of all file formats but please remember that you will need the file-related programs installed on your machine in order to be able to open the documents.

During the importing of a document, a document card opens where you enter information about the document you are importing. Some information will be filled in automatically, depending on the settings you have made in the User Settings for Documents.

If you are importing several files at once you will receive a pop-up note informing you that you can fill in common information for the documents you are importing in a blank product card that opens during the import.

Remember that you select several documents at once by holding down the [CTRL] key on your keyboard and at the same time clicking on the files you want to import.

During the import, the document names are checked to see if they already exist within the program. If a matching name is found you will be notified about this and told which files are not being imported. If you would like to import a document that appears to exist in the program already, you can import the single document again and change the document name.