Using Auto-Identification with Microsoft Excel Imports

Overview

While importing Microsoft Excel files, Responsive can auto-identify and mark content (such as sections, questions, and answers), saving time for users.

• Over time, the application learns from user activity and becomes more intelligent. Until then, auto-identification may not appear with every imported documents.
• In order for the system to learn, header rows are required.

Select the applicable tab for your edition of Responsive.

• Using Auto-Identification with Microsoft Excel Imports

  1. Import the Excel spreadsheet.
  2. Select the sheets that can be auto-identified, then click Confirm.
     
  3. Review the document and start the auto-identification process.
     1. The document appears marked and a confirmation message displays.
     2. Auto-Identification can be started at any time by clicking the Lightning Bolt icon at the top of the screen.
     3. Specific sheets within a document can be auto-identified by clicking This sheet can be Auto-Identified.
     4. Sheets that have been auto-identified appear with the lightning/checkmark symbol.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Using Auto-Identification with Microsoft Excel Imports

  1. Import the Excel spreadsheet.
  2. Select the sheets that can be auto-identified, then click Confirm.
     
  3. Review the document and start the auto-identification process.
     1. The document appears marked and a confirmation message displays.
     2. Auto-Identification can be started at any time by clicking the Lightning Bolt icon at the top of the screen.
     3. Specific sheets within a document can be auto-identified by clicking This sheet can be Auto-Identified.
     4. Sheets that have been auto-identified appear with the lightning/checkmark symbol.