Import & export content

The import/export feature allows authors to:

• Import documents and folders into the database.

• Export documents and folders from the database.

Importing and exporting documents and files

Importing documents and files

Manager An administrative role responsible for managing workflows, feedback, and document assignments. allows authors to import most text-type documents or files into a Panviva folder.

These include:

• Panviva documents (created in another system using the Panviva Editor).

• External documents and files (files not originally created in Panviva, such as Word, PDF, Excel, or text files).

Caution: Upload only the documents mentioned in the list of Approved File Types only. The system no longer accepts uploads of high-risk file types such as Binary files .bin, .dat, Script files .js, .ps1, Executable files .exe, .dll, .bat, and non-text formats for security purposes.

Panviva documents

Panviva documents and folders that were previously exported as as Panviva files (.xml) can be reimported into any folder.

This is useful for transferring Panviva content from one database to another.

Import options for Panviva files (.xml):

Option	Description
Do not release native document(s)	Allows the author to select individual documents when importing a folder.
Detach from original database	Removes the Import details from the Properties menu.

Note: Panviva documents are optimized for use within the Panviva Viewer A user role with read-only access to Panviva documents who can also submit feedback.. They are stored as structured content, broken into text elements, which allows features such as version history, content reuse, and workflow management.

External documents and files

External documents are files not created in Panviva (e.g., Word, PDF, or Excel). These can be imported into Manager by authors using Details & Actions > Import/Export > Import.

External documents display with a Panviva icon next to the file name rather than the native format icon. See Properties menu to see the native file type.

Exporting documents

Panviva authors can export documents/folders or folders in the following formats:

Format	Description
HTML	Recommended. Provides structured, readable output.
Panviva file (XML)	Used for transferring documents between Panviva systems.
Word	Support and maintenance discontinued.
Native format	External documents (e.g., Excel, PDF) can only be exported in their original file type.

Important:

• We have discontinued active support and maintenance for Word format exports. While the Word export function remains accessible, it is no longer being updated or maintained due to ongoing compatibility issues.

• Exported documents represent a point-in-time snapshot and may not reflect later updates.

Document Export purpose

Our document export function is primarily designed to:

• Provide exact copies of knowledge documents for compliance and legal purposes

• Share ad hoc and single-use content with non-Panviva users

Export to Panviva format

Panviva documents and folders can also be exported into XML format. The documents appear as XML files in the local network location they are saved to.

The options available when exporting Panviva files are:

Option	Description
Templates	All templates the exported documents were created from, are included in the the export.
Parent/branch sources	Parent and branch documents are exported with the document.
Internally linked documents	all documents linked to the documents being exported are included.
Prerequisite (For training documents.) documents	If exporting a training document, the associated prerequisite documents are exported.

Export native version

Documents that were imported to Panviva as Excel, PDF, simulation, etc., can also be exported in their native format.

Note: These files can only be exported in their native format; i.e. they cannot be exported as Word or Panviva files.