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There are five data file templates (each with unique extensions) that you can use to accomplish populating import data in into the Docupace system. The fields used by each data file template are explained in more detail later on in this guide.
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Remember: Not all data file extensions are used by all clientsDocupace sites. If you are not sure which file types you should use, please contact your system administrator. |
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 |
system users or update their settings. | |||
3 | Client File | .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 |
.SLF | Allows |
you to insert and/or update data in domains 135 and 155. | |
7 | Request help from |
.CL2 | This updates the same fields as .CLT, including date of birth, telephone numbers, and DL Issue Date, etc. | |
8 | Request help from |
.REPNOUPDATE | This is similar to the .REP file |
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Upload Sizes and Time Restriction
All .CLT
files 1MB or less will be processed immediately. Additionally, any other file type that is less than 10MB will also be processed without a time restriction.
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Important: If the file size doesn’t meet the requirements above, the file Files of larger size will be placed into a queue and automatically uploaded after normal working hours. For most sites , normal working hours are 3:00 AM to 3:00 PM PT. |
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Warning: Failure to follow these steps carefully precisely will guarantee result in a failed upload. |
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