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How do I import my own documents?

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By 'importing your own external text into a new CRPA project file', you can mean documents that are

1.        not part of another CRPA project file

a. using a prepared Excel spreadsheet

b. using copy & paste

2.        part of another CRPA project file.

 

1. Documents that are not part of another CRPA project

 

a. import using a prepared Excel spreadsheet

 

Note: If you are not an experienced user of Microsoft Excel, you may have problems following these instructions.

 

1.   Download this Excel spreadsheet and put it in your "My Documents" directory.

2.   Open it and open tab "Text for CRPA Notes".

3.   In column "Name of CRPA Note [number]" copy or import your text for the Notes' labels.

4.   In column "Content of CRPA Note [number]" copy or import your texts for the Notes' content.

5.   Open tab "Text for CRPA Sheets".

6.   In column "Name of CRPA Sheet [number]" copy or import your texts for the Sheets' labels.

7.   Close the spreadsheet and close Excel (or leave it open).

8.   Start CRPA.

9.   Select menu item [File] [New].

10. Select menu item [File] [Save as].

11. From [Save as] move to your "My Documents" directory.

12. Save your new CRPA project file as  "Notes and Sheets for CRPA".

13. Close CRPA.

14. Open the Excel spreadsheet again or go to it if you did not close it before.

15. Hit keys [CTRL]+[e] to run the macro that will overwrite two CRPA files your project needs.

16. When Excel tells you that files already exist and asks if it should overwrite, click [yes].

17. Start CRPA again.

 

When CRPA starts, it will automatically open your project including your new Notes and Sheets.

 

When you close Excel, note that the name of your spreadsheet has changed. If you want to use it again, save it with its original name, "Notes and Sheets for CRPA", as an Excel spreadsheet with macro's.

 

If you get an error message "I/O error 32" it means that CRPA is trying to use a file that is still under control of Excel or vice versa. When this happens, just close CRPA or Excel.

 

It is okay if you want to wrap the text, however do not use line breaks (or carriage-returns) in the spreadsheet. Where you want them to show up in CRPA, you can insert a machine-character produced by clicking [AltGr]+[t], รพ ("thorn").

 

When you add or delete records, make sure that you also add or delete records under tab "Notes and Sheets for CRPA_Not" and tab "(Notes Records)".

 

 

b. Copy & Paste

 

If you want to import external documents like Word-files or files of any other format (e.g. html), the easiest way is simply to copy and paste any text (including html-formatted text) into Notes.

 

Create a Note in one of the following ways:

click the new Note icon

New Note icon

select menu option

 

miNewNote

 

use keys Ctrl+N
drag a Note from the stack

 

Note stack drag

 

In any case, a new Note is created and opened. To the edit area of the Note you can drag external documents or objects of many file types (extensions), or you can paste anything selected, including URL's that will work in CRPA as well on CTRL+click. Right-click your mouse for the following pop-up screen or use Ctrl+V.

 

pop-up menu load file

 

If your text is from a formatted document, this format will be the same. If you do not wish to keep the same format, select 'paste special' from the menu.

 

Clickable link and pasted text

 

2. Documents that are part of another CRPA project

 

You may also want to import external documents that are part another CRPA project file.

 

 

You can merge your current project with another, by clicking the import icon on the upper icon bar of CRPA.

Import icon

 

Warning: CRPA does not check whether the contents is the same as what the current project already contains! If you are not sure, you might consider first exporting only the parts you are interested in, from other projects.

 

Clicking the Import button, you can choose which CRPA project you wish to import and merge with your current project.

 

Projects for import2

 

After opening the project for import, you can see that the number of Notes, Sheets and Attachments of your current project has increased. The statistics of the current project before and after the import can be read in the right panel to the top of the project tree. Compare these before and after importing a project.

 

Import project statistics before and after