Importing Custom XML Files

A custom XML file will alter certain aspects of a form or report within OASIS. This article will explain how to import the file into OASIS. 

Requirements:

• User must have admin access to OASIS and Workgroups. 

1. Save the custom XML to the machine's desktop.

2. Navigate to the Configuration page, then select Workgroups from the drop-down list.

3. Open the workgroup for which the XML is designated.

4. The Edit Workgroup window will appear. 

5. Click the Attachments tab.

6. If an XML with the same name already exists in the Attachments tab, select it from the listing and click   to delete it. 

7. Click the XML on the desktop and drag it into the Attachments tab.

8. The Edit Attachment window will appear. Click Ok.

9. Click Ok to close the Edit Workgroup window, then restart OASIS.

10. Test the changes by printing the related form or report for the selected workgroup. Please contact OASIS Support if the form does not work as described by calling 501-843-6750 or emailing support@oasissalessoftware.com.