Approve an Import Package

After you have scanned an import package as described in Scan an Import Package, you can approve it for import.

Note:

You must have the Approve permission in the import profile that is assigned to the package in order to perform this task.

To approve the results of the scan:

  1. In the menu, click Documents.

    The Documents page of the import package appears and lists the results of scanning the import package. The Status value of each item indicates how the item will be imported based on the current package data.

  2. Review the information for each item and the import action in the right pane, and confirm that they are correct.

  3. Click Approve to accept the results and your changes, which allows the package to be imported.