| Applicable to | Centro QMS/QMS Starter, Centro KMS, Centro PROFESSIONAL |
| NOT applicable to |
Quick answer: There's no bulk import for policies and processes, because every item needs to go through review and approval. Add your own policies one at a time with Add new policy and copy your text in. For documents and forms, we can bulk upload them for you.
Add your own policy
1. Go to the Policies tab and switch to list view.
2. Click Add new policy.
3. Copy the text from your existing policy into the new policy, choose its category, and save.
4. Send it for review and publish it. See Create and Publish New Policy.
| Tip |
| When pasting from Word, use the Paste as text option so the text takes on the web app's formatting. See Editing policies and processes: common questions. |
Bulk upload documents and forms
If you have a lot of documents to add (for example forms, templates or registers), email us and we'll send you a link to a shared folder. Upload your files there, let us know when you're done, and we'll load them into your web app.
Want help planning a bigger update?
Book a free 60-minute session with our trainer and we'll walk you through the best way to bring your content across. See Contact Centro ASSIST support and book free training.
Bulk document upload: more details
- We'll send you a spreadsheet template to fill in, with one row per file: the exact file name (including the file extension), the name you want to show, an optional description, the category and the file type.
- There's no limit on the number of documents, but large uploads take longer.
- Uploaded documents are published by default. Tell us if you'd like them added as drafts instead.
Can I link to a file in SharePoint or Google Drive instead of uploading it? Yes. When you add a document, you can link to the file where it's stored instead of attaching a copy. See Manage Documents.
We have a lot of our own processes to bring in. Can you help? Yes, through our Professional Services team. Contact us and we'll arrange a quote.
Still need help?
Email support@centroassist.com.au or call 1300 420 171. Please include your organisation's Centro ASSIST web address (for example yourorganisation.centroassist.com.au) and a screenshot if you can.
If your Centro ASSIST subscription is through Ageing Australia, please contact Ageing Australia Quality Systems at quality@ageingaustralia.asn.au.