Available On: Premium, Professional, Enterprise
UpKeep's Checklist Smart Imports feature lets you seamlessly convert your existing PDF manuals into actionable checklists. š Simply upload your PDF, and UpKeep will extract the relevant data to help you build your checklist right in the platform. This article will guide you through every step of using the smart import function, making it easy to digitize and streamline your maintenance procedures!
How to use Checklist Smart Imports
How Smart Import Works
Enter your prompt or use voice input
Type or speak what you want the checklist to include (e.g., āPreventative Maintenance for Freezerā).Select an asset (optional)
Upload files (optional)
Supported file types:PDF
PNG / JPG
CSV
Excel
You can say things like:
āFollow this PDF step-by-step.ā
āUse this file as a general reference.ā
Click āGenerateā
Smart Import will build your checklist based on all the info provided.