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Data File Templates
There are five data file templates (each with unique extensions) that you can use to
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import data
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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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Attention: The Rep file should be the first file that you upload. |
| Tip |
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Remember: Not all data file extensions are used by all Docupace 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. |
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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 |
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system users or update their settings. | |
| 3 | Client |
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File | .CLT | The Client file load is a mechanism to deliver a |
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one-time load or an ongoing update of client information. |
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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 |
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.SLF | Allows |
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you to insert and/or update data in domains 135 and 155. | |
| 7 | Request help from |
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.CL2 | This updates the same fields as .CLT, including date of birth, telephone numbers, and DL Issue Date, etc. | |
| 8 | Request help from |
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.REPNOUPDATE | This is similar to the .REP file |
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. |
Upload Sizes and Time Restriction
All .CLT files
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1MB or less will be processed
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immediately. Additionally, any other file type
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that is less than
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10MB will also be processed without a time restriction.
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| Tip |
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Important: 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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. |
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Remember: It will be placed in a queue and automatically processed after hours. There is no need to upload again.
| Note |
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Attention: Not all data file extensions are used by all clients. |
.REPNOUPDATE
.REP
.LIC
.ACL
.APA
.CLI
.CL2
.SLF
Uploading Data Files
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Warning: Failure to follow these steps |
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precisely will |
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result in a failed upload. |
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