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Template | Extension | Description | |
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| 1 | Rep File | .REP | This data file adds information about individual reps. This file builds the relationships between Rep #, OSJ Office, Sales Branch, and Region. |
| 2 | User File | .ACL | The ACL file provides the mechanism to add/disable users into the system. |
| 3 | Client FieldFile | .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. |
| 4 | Licensing File | .LIC | 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. |
| 5 | Additional Pooled Actors | .APA | Docupace can add additional layers of hierarchy processing beyond the typical field advisor and OSJ relationship. |
| 6 | Request help from your support team. | .SLF | Allows users to insert and/or update domains 135 and 155. |
| 7 | Request help from your support team. | .CL2 | This updates the same fields as .CLT, including date of birth, telephone numbers, and DL Issue Date, etc. |
| 8 | Request help from your support team. | .REPNOUPDATE | This is similar to the .REP file extension. |
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