How Do I Import InsMark Workbooks?


You can import a workbook by double-clicking the previously exported file in Windows Explorer.  Or, from in the System you can follow these steps:

STEP 1: Select "Client Workbook" from your System's menu bar at the top of the screen, then select "Import Workbook”.

STEP 2: You will be at the "Import Workbook File" window.  Locate the file you wish to import and click on the Import File button.

STEP 3: Select the workbook(s) you wish to import.  A list of all client workbooks in the file will be defaulted as selected and displayed in the "Selected workbooks" list.  If you do not wish to import all of the workbooks, click on the workbooks you do not wish to import and click the <Remove button to move them to the "Available workbooks" list.  Click OK.

STEP 4: You will be prompted for a workbook description. Click OK.

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