Record & Import
Create a guide from a document
Import a PDF or Word document and review the guide drafted from its contents.
Last updated 1 min readWritten by iTrustech Apps
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Before you start
- Have permission to add content to the destination project.
- Prepare a PDF or DOCX within the limit displayed by the import dialog.
The project document-import flow accepts PDF and DOCX files and displays its file-size limit. Use a readable document with clear headings and ordered instructions. Remove material that should not be included in the guide.
- Open Projects and the destination project. Choose Attach document.
- Choose the PDF or DOCX file, or drop it in the dialog. Confirm the displayed filename and resolve any validation error.
- Choose the output Language in the dialog.
- Choose Generate guide and wait for the result or error shown by the dialog.
- Open the resulting guide and compare it with the document. Correct missing instructions, ordering and formatting before publishing.
Important
Scanned pages, tables and complex layouts can need manual correction. Do not assume that every source detail has been preserved.
Document extraction is a starting point. Complex layouts, scanned pages and tables may need manual correction. If the result is incomplete, provide clearer source material or edit the guide rather than assuming all original content was preserved.
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Page history1 change
- feat: deliver guide authoring, help centre and workspace improvements (#42)iTrustech Apps