Import a Procedure
availability
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
This article explains how to submit a request for MaintainX Customer Support to import your procedures and add them to your procedure library. Examples of documents you might want to import include forms, checklist, and procedures.
Requirements​
Documents you send to MaintainX must meet the following requirements:
- Smaller than 4MB
- Not password protected
You need to be the Administrator of your organization to request an import. If you aren't an Administrator, the Customer Support team will need a confirmation from your Administrator to proceed with the import.
Procedure imports are limited to 5 requests for Trial, Essential, and Premium plan users.
Send a Procedure Import Request​
- From the sidebar, select Library > Procedures.
- Select + New Procedure Template.
- Select Import your procedures. A chat widget appears with a pre-populated message containing requirements for the document import.
- Upload the document directly into the chat.
- Send the uploaded document.
The MaintainX Support team reviews your request and imports the template to your Procedure Library.