UpKeep Asset Operations

Available On: Premium, Professional, Enterprise

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UpKeep's Checklist Smart Imports feature lets you seamlessly convert your existing PDF manuals into actionable checklists. 📄 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!

Enter your prompt or use voice input Type or speak what you want the checklist to include (e.g., “Preventative Maintenance for Freezer”).

Upload files (optional) Supported file types:

- “Follow this PDF step-by-step.”
- “Use this file as a general reference.”

Click “Generate” Smart Import will build your checklist based on all the info provided.

1. Enter your prompt or use voice input Type or speak what you want the checklist to include (e.g., “Preventative Maintenance for Freezer”).

2. Select an asset (optional)
3. Upload files (optional) Supported file types:
 - PDF
 - PNG / JPG
 - CSV
 - Excel
 You can say things like:
 - “Follow this PDF step-by-step.”
 - “Use this file as a general reference.”
4. Click “Generate” Smart Import will build your checklist based on all the info provided.

Automatically create checklists by uploading your operating manual files

Checklist Smart Imports

Find answers and get help from Intercom Support and Community Experts

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Checklist Smart Imports

How to use Checklist Smart Imports

How Smart Import Works