Importing and Exporting Schemas with Excel

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  • Опубліковано 24 лип 2024
  • This video demonstrates the process of importing and exporting schemas using Excel. Four scenarios of how to import and export schemas are covered: importing a schema to a policy, exporting a schema from a policy, importing schemas directly from an Excel file into the schema tab and exporting a specific schema into an Excel file. We illustrate each step in these scenarios with a particular policy and walk through the process of creating, importing and exporting schemas using a specific example, iRec 4.
    00:00 - Introduction and Overview
    00:20 - Exploring the Four Scenarios of Import and Export
    00:38 - Exporting a Schema from a Policy to an Excel File
    01:48 - Creating a Dummy Policy and Importing a Schema
    02:34 - Importing Schemas from Excel to a New Policy
    03:32 - Exporting a Specific Schema to an Excel File
    04:29 - Importing a Schema from Excel
    05:21 - Using the Excel Template for Schema Details
    06:48 - Contact Information and Conclusion
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