The Import Wizard allows you to convert existing Microsoft Word documents into fully structured Epsilon3 procedures in minutes. Instead of recreating procedures manually, you can upload a .docx file, highlight and classify content, and watch your procedure take shape in real time.

To begin, navigate to Library > Procedures, click New Procedure, and select Import Wizard.

The Import Wizard only supports .docx files.

Upload your source document using drag-and-drop or by clicking to browse your computer.

You will then see a split screen with your source document on the left and the procedure builder on the right.

Import Wizard uses a side-by-side interface.

On the left is your original Word document. On the right is the Procedure Builder, where your structured procedure is assembled as you work.

As you classify content from the Word document, the procedure updates instantly on the right. You can toggle Preview at any time to see exactly what operators will experience when running the procedure.

Building your procedure begins by highlighting text in the Source Document. When you highlight content, a menu appears allowing you to declare what that content represents in Epsilon3: a Procedure Name, Header, Section, Step, Text block (plain, note, caustion, warning), Field Input (text, number, checkbox, timestamp), or Table.

One of the most important things to understand is that you do not need to work in order. You can classify content in any sequence that feels natural. Regardless of the order in which you create sections or steps, the final procedure will always retain the original order of the Word document. Epsilon3 automatically organizes everything according to its position in the source file.

Split by line:

If you would like to highlight a large block but assign each line as a separate block, check the Split by lines box before selecting the classification.

At any point during the import process, you can toggle Preview in the upper-right corner of the Procedure Builder.

Preview switches the right pane from editing mode into the operator’s view. Instead of showing content types and structural controls, it displays the procedure exactly as it will appear during execution.

This is especially useful for:

Preview does not lock or finalize anything. You can freely toggle back to editing mode at any time and continue refining your classifications.

It is strongly recommended to review the full procedure in Preview mode before exiting Import Wizard.

If you change your mind about a classification, you can update it at any time by clicking the icon that looks like two slider bars and selecting a different content type. You do not need to re-highlight the text.

When importing structured documents, you will often encounter repeated patterns — such as numbered steps, repeated headings, or similarly formatted text blocks. Instead of manually classifying each one, you can use Find Similar to apply the same content type in bulk.

In the Procedure Builder (right pane), locate the block you have already classified correctly. Click the magnifying glass icon next to that block.

This opens a similarity panel that searches the source document for content with matching patterns. The results display potential matches along with confidence indicators.

Review the suggestions and check the boxes next to the items you want to classify the same way. Once confirmed, the selected content will receive the same classification as the original block.

This feature is especially useful for:

Using Find Similar dramatically reduces manual effort when importing long or consistently formatted Word documents.

If needed, you can still adjust individual classifications afterward using the content type controls in the Procedure Builder.

If your Word document is structured using tables, the Import Wizard allows you to convert the entire table into structured steps in a single action. Instead of recreating each row manually, you can transform the table all at once and map its columns directly to step elements.

With Magic Import enabled, clicking a table lets you define how each column should be interpreted — such as step content, detail text, or signoff requirements. The system then converts every row automatically.

This approach eliminates the need to classify content line by line and significantly accelerates the import process for procedures built in tabular format.

Each column in the table must be assigned one of the following classifications:

Content
Maps the column to the primary step content. This becomes the main instructional text for each generated step.

Detail
Maps the column to Step Detail. This content appears as structured detail associated with the step rather than the primary instruction.

Note: The selected Step Detail type must already exist in your workspace. If the detail type has not been configured, it will not be available for mapping. Step Detail types can be managed in your workspace settings. Refer to the Step Details documentation in the Help Center for instructions on configuring these.

Signoff
Maps the column to a step signoff. Each row will generate a signoff requirement based on the column values.

Signoff types must already exist in your workspace configuration. If the required signoff type has not been created, it will not be available during mapping.

Ignore
Excludes the column from the conversion entirely.

If your Word document contains embedded images, you can use the Extract Images option to pull them into Epsilon3.

The images will populate in place as attachments.

When you are completely finished building and reviewing the procedure, click Save to Epsilon3.

This action exits Import Wizard and converts your work into a standard Epsilon3 procedure draft. You will be asked to confirm before the import session ends.

It is important not to click Save to Epsilon3 until you are ready to leave Import Mode, as you cannot continue importing after confirming.

You will now have a procedure draft which can be edited further, put into review, and release.

Import Wizard is designed to support safe iteration while you structure your procedure.

You can use the Undo and Redo controls in the toolbar to step backward or forward through recent actions. This allows you to experiment with classifications, table conversions, and structural changes without risking permanent loss of work.

Your import draft automatically saves every five seconds while you are working.

There is no manual save button during the import process.

Only one active import draft can exist at a time — per user.

Import drafts are stored locally in your browser session. This has several important implications:

If you navigate away from Import Wizard and later return, you can access your existing draft by launching Import Wizard again from the New Procedure menu. Because only one draft can exist per user, the system will resume your in-progress import automatically.

If you decide to start over with a different document, you must discard the current import draft or Save to Epsilon3 before beginning a new one.

Understanding how drafts are stored is critical, especially for larger imports, to ensure work is not unintentionally lost.