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Data File Templates

There are five data file templates (each with unique extensions) you can use to accomplish populating data in the Docupace system. The fields used by each data file template are explained in more detail later on in this guide.

Note

Attention: The Rep file should be the first file that you upload.

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RIA Productivity Suite uses three data files to manage information in bulk. You can read about how to fill out each file here.

Warning

Warning: You must upload files in the following order:

  1. REP

  2. ACL

  3. CLT

Rep File (.REP)

This data file adds information about individual reps.

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