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Remember: Not all data file extensions are used by all clients. If you are not sure which file types you should use, please contact your system administrator. |
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Template
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Extension
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Description
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Rep File
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(.REP)
This data file adds information about individual reps.
This file builds the relationships between Rep #, OSJ Office, Sales Branch, and Region.
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User File
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(.ACL)
The ACL file provides the mechanism to add/disable users into the system.
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Client Field
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(.CLT)
The Client file load is a mechanism to deliver a one-time load or an ongoing update of client information.
Each line item is equivalent to an account/subfolder for a client
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Licensing File
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.LIC
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Docupace can perform licensing validation checks as part of the workflow validations for a task.
The validations are determined based on the Advisor's licensing information being imported into Docupace.
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Additional Pooled Actors
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.APA
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Docupace can add additional layers of hierarchy processing beyond the typical field advisor and OSJ relationship.
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Request help from your support team.
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.SLF
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Allows users to insert and/or update domains 135 and 155.
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Request help from your support team.
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.CL2
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This updates the same fields as .CLT, including date of birth, telephone numbers, and DL Issue Date, etc.
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Request help from your support team.
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.REPNOUPDATE
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.
Upload Sizes and Time Restriction
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