Rw ui tabs macro

Rw tab

title	Rep File (.REP)

Rep File (.REP)

This file allows Docupace to build relationships between Rep code, OSJ Office, Sales Office, and Region. It also allows Docupace to build out the information for the Advisor to support the hierarchical access within the system. It contains additional information associated with individual Reps. In this file, each line is equivalent to a Rep code.

Note
Warning: Always load the REP file before the ACL file.

To upload a .REP file into Docupace, follow the process below:

Fill out this template:
View file
name rep.csv
using MS Excel.
Click File > Save As to save the file as a .csv.
Locate the file on your device and change the file extension from .csv to .rep.
Follow these instructions to upload the file.

Required Fields/Columns:

Rep Number (A)
Rep First Name (C)
Rep Last Name (D)
BD Number (F)
Phone Number (H)
Email Address (I)

What Does Each Column Mean?

To fill out the template correctly, see the description of each column below:

Column

Field/ Header

Max (min) Characters

Details

A

rep_number

30

The Rep code - a unique Broker-Dealer Rep Number
Will be used for hierarchical access from the User File (.ACL)

B

clearing1 (nfs)

30

Clearinghouse Rep Number (if applicable)
Not required
In many cases, it is the same as the rep number
Can be left blank. Not used for routing/hierarchical purposes.
Labeled “NFS” by default.

C

rep_first_name

100

Advisor's First Name

D

rep_last_name

100

Advisor's Last Name

E

rep_full_name

30

Advisor's full name

F

rep_bd_number

Any number value

In most cases, you should set this field to 7.
All rows should have this number unless there are multiple BDs in the network.
(Consult Docupace for additional values).

G

RESERVED1 (do not fill)

0

Leave blank.

Warning
Attention: Do NOT remove this column.

H

rep_business_phone

15 (10)

Rep’s Business phone number

I

rep_email_address

100

Reps’ email address

J

rep_fax_number

15 (10)

Rep’s Business fax number

K

RESERVED2 (do not fill)

0

Leave blank.

Warning
Attention: Do NOT remove this column.

L

rep_field_osj_first_name

30

OSJ First Name

Note
Important: OSJ First Name, OSJ Last Name, and OSJ Office Branch Number are ignored for split Rep codes (if the split_rep column (AA) is set to `T`).

M

rep_field_osj_last_name

30

OSJ Last Name

Note
Important: OSJ First Name, OSJ Last Name, and OSJ Office Branch Number are ignored for split Rep codes (if the split_rep column (AA) is set to `T`).

N

RESERVED3 (do not fill)

0

Leave blank.

Warning
Attention: Do NOT remove this column.

O

rep_osj_office_branch_number

30

Rep’s OSJ Office Branch Number

Note
Important: OSJ First Name, OSJ Last Name, and OSJ Office Branch Number are ignored for split Rep codes (if the split_rep column (AA) is set to `T`).

P

rep_ssn

9 (9)

Rep’s Social Security Number
Without dashes. Only nine digits.

Q

region_code

30

Region Code

R

osj_code

30

OSJ Code

S

sales_office_code

30

Sales Office Code

T

address_line1

254

Rep Address Line 1

U

address_line2

254

Rep Address Line 2

V

city

30

Rep City

W

state

2 (2)

Rep State

X

zip_code

10 (5)

Rep Zip Code

Y

clearing2 (pershing)

30

Clearinghouse Rep Number (if applicable)
Not required.
In many cases, it is the same as the Rep number
Can be left blank. Not used for routing/hierarchical purposes.
Labeled “Pershing” by default.

Z

RESERVED4 (do not fill)

0

Leave blank.

Warning
Attention: Do NOT remove this column.

AA

split_rep (T/F)

T or NF F

Is the Rep code shared with one or more Advisors for commission purposes?

Note
Important: If the split_rep column (AA) is set to `T`, then values in columns L, M and O (rep_field_osj_first_name, rep_field_osj_last_name, rep_osj_office_branch_number) are ignored and not imported.

AB

rep_dob

MM/DD/YYYY

The Date of Birth of the Registered Rep

AC

pershing_rep_number

Populates attribute 100016 in the Rep domain (Pershing #)

AD

adv_order

1, 2 or 3

Sets whether the Rep is Advisor 1, Advisor 2, or Advisor 3 for a split Rep code

AE

create_adv_folders

Y or N

Determines whether Advisors Office folders should be created for this Rep code

There should be separate records for EACH each Rep code for an Advisor. So, if you have four Rep codes for an Advisor, you should create duplicate records with all the same data except the Rep code value. (In the example below, each Advisor only has a single associated Rep code).You

Image Added
As explained in more detail in the ACL file section, you can implement a hierarchical layer using O, R, and S codes for Advisors assigned to several Rep codes. This allows for a quicker user setup. For instance, if you have an OSJ group, you can add a user to ALL the associated Rep codes by setting up an O code. Docupace provides up to three levels of hierarchy.
Image Removed
Where is the Information Stored?
The information from the REP data file will populate three different domains in Docupace. A domain is a table with records of the same type and their details.
Advisor Table
The majority of the information resides here.
Note: There should only be one record per Advisor.
Rep Table
This is where the Rep code(s) are listed. An Advisor may have multiple Rep codes associated with them. Each Rep code will appear in the Rep table. The Advisor will then be associated with that Rep. There are situations where multiple Advisors may be linked to the same Rep code, called a Split Rep code.
Email Recipients Table
For each Advisor, an Email Recipient record is created, and the Advisor's email is linked to all associated Rep codes.
Rw tab
title User File (.ACL)
User File (.ACL)
The ACL file provides the mechanism to add/disable user access to the Docupace site in bulk. In this file, each line item is equivalent to one Docupace user with a specific data role.
Tip
Best Practice: We recommend that you ALWAYS use the ACL file when adding or making changes to Docupace users for consistency and ease of user management. There are two exceptions:
You should create Admin users manually.
Manually remove users whose access to the system must be terminated immediately.
Info
Important features of the ACL File:
Controls which documents each user can access (via Client Folder and Subfolder access)
Provides automatic initial user setup
Allows to update the user’s data role if the user’s role has changed.
To upload an ACL file into Docupace, follow the process below:
Fill out this template:
View file
name acl.csv
using MS Excel.
Click File > Save As to save the file as a .csv.
Locate the file on your device and change the file extension from .csv to .acl.
Follow these instructions to upload the file.
What Does Each Column Mean?
The following table describes the columns in an ACL file. Identify what each row should be. It can be a unique user or the same user entered multiple times to add extra data roles or additional user aliases for integrated CRM systems.
Column
Field/ Header
Description
Max length (Min length)
Extra Details
A
bd
Broker-Dealer number (By default, this is 7)
any number value
All fields in this column should have this the same number unless there are multiple BDs in the network.
B
user_name
User ID of a person (first initial, last name; all lowercase)
50 (1)
Tip
Best Practice Tip: We recommend that you maintain maintaining a consistent user ID naming convention.
Note
Important Note: This may vary based on 3rd-party integrations. Please consult with the Docupace team.
C
user_first_name
User’s First Name
50
-
D
user_last_name
User’s Last Name
50-
E
user_email
xxxx@xxxx.com
50-
F
user_status
Active=A
Inactive=T
A or T
This value determines ongoing system access. To terminate the user's access, set this field to T.
Note
Billing: When the user_status (F) is set to A, then Docupace Finance reviews the user_role (K) to identify if the user is billable. Confirm that both columns are correct before loading this file.
G
record_type
R – Region
O - OSJ
S – Sales Office
B – Broker-Dealer
RC – Rep code
2 (1)
This field specifies the hierarchy level of the user's access rights. Will Choose whether the user have can access to a single Rep code (RC) , or to several a group of Rep codes within the Broker-Dealer, Sales Office, Office of Supervisory Jurisdiction, or the entire Region.
Note: The REP file also references O, S, and R.
H
acl
Code associated with the Record Type.
30
This field in combination with the value in the record_type column (G) determines which Advisor Records the user has access to. See a more detailed explanation below.
Tip
Tip: The codes that may be assigned to each of the Record Types Type come from the REP file.
Tip
Tip: You do not need a value in the H column (acl) for a record type B because Back Office/Broker-Dealer users have unfiltered access to all Advisors/Rep. This is the only Record Type that does not require an acl value.
I
primary_flag
Y/N Is this the Primary Rep code
Y or N
Determines if the associated Rep code is the Advisor's primary, in case the Advisor has access to more than one.
Tip
Note: The system will automatically mark marks this as Y If if the Advisor only has one Rep code.
Note
For Advisors with several Rep codes: Fill out a single line in the ACL file for each Rep code that the Advisor needs to access. Specify Y for the record with the primary Rep code , and N for all other records.
Note: This field is only relevant for Advisor users.
J
RESERVED
Leave blank
0
Warning
Attention: Do NOT remove this column.
K
user_role
Docupace User Data Role examples:
For Field: Processor
For BackOffice: Super BO Processor
50
This column determines the user’s data role in the Docupace system. The data role determines the types of actions that a user can take in the system.
Tip
Tip: The available data roles can vary by site. Contact Support or your onboarding team for assistance in filling out this field.
Note
Billing: When the user_status (F) is set to A, then Docupace Finance reviews the user_role (K) to identify billable users. Confirm that both columns are correct before loading this file.
L
bill_status
Import into the User Access domain This field helps you track if a user is a billable user. Imports the status into the User Access domain for the given user ID (.
Y
/N)
‘Y’ or ’N'
This field helps you track if a user is a billable user.
or N
Note
Important Note: This field is not used for Docupace billing purposes. It is an internal column that firms can use to audit against the invoices that Docupace sends.
M
entity
Office Association
50
The Entity associated with a user will determine which Forms this user has can access to in Docupace. This will drive which Forms are added to a new work item Work Item created through Starting Point.
Important Note: Contact Support or your onboarding team for assistance filling out this field. In most casesUsually, users on a single site are associated with the same entity.
N
RESERVED
Leave blank
0
Warning
Attention: Do NOT remove this column.
O
auto_assign_creator
Y or N only
‘Y’ or ’N'
For field users, this should be set to Y. For Home Office, it should be set to N. This will determine whether a Work Item created by the user will be automatically assigned to that same user for processing or placed in a Pool of Work Items available to other users.
Y or N
For field users, this should be set to Y. For Home Office, it should be set to N.
Note
Important Note: Contact Support or your onboarding team for assistance filling out this field.
P
trusted_sso
Other systems, such as CRMs that are integrated with Docupace and are authorized to send data through Single Sing-On (SSO).
Examples:
Salesforce
Redtail
Ebix
Connect
50
Note: By default, this field is set to Connect.
Note
Important Note: Contact Support or your onboarding team for assistance filling out this field.
Tip
Best Practice: If you use several integrations, add multiple lines per user - one for each connected system and its corresponding alias_user_name (V).
Q
grant_access
Grants other users access to the Client Documents created by this user. E.g., allows you to find the documents through Retrieve.
Specific user IDs (list separated by a comma or a semicolon with no spaces) : dbuckley,jfriedman,
125 per value
Note: If left blank, it will default to this user's idID.
R
allowed_proc
Grants other users access to the Work Items created by this user. E.g., shows Shows the Assign to meMe button in the Work Item.
Specific user IDs (list separated by a comma or a semicolon with no spaces): dbuckley,jfriedman,
125 per value
Note: If left blank, it will default to this user's idID.
S
user_type
Advisor
Back Office Executive
Back Office User
Docupace Administrator
Field Support
Tester
30
Provides details for billing reports.
Info
Note: Typically, all Advisor users should be set to Advisor, Office Staff/Sales Assistants to Field Support, and Home Office users to Back Office User. (User Type names may be customized to your site)
T
billable_user
This column is for Support users. Enter a billable user ID.
50
Enter the billable user ID with which the user should be associated with. If an admin supports an Advisor, enter the Advisor's user ID here.
Note
Important Note: This field is not used for Docupace billing purposes. It is an internal column that firms can use to audit against the invoices Docupace sends.
Note: This field is only relevant for Field to field users.
How Does the Record Type Column Work with the ACL Column?
The Record Type column determines the hierarchy of access rights in the system. The graph shows some examples of how this access might work.
Tip
Why use an R, O, or S code? As explained in File Load Hierarchy, this gives a user an extra level of hierarchical access hierarchy without creating and maintaining separate lines/records in the ACL file for each Rep code. For instance, if you have an OSJ that supports 50 Rep codes (AdvisorAdvisors) Rep codes, you can replace 50 records/lines (for each RC/Rep code) with just a single entry using the O code. That single record will grant the user access to all associated Rep codes. You do not need to use every record type. Most organizations use B, O,and RC.
Example: For a user who should be able to access all work performed within a certain Office of Supervisory Jurisdiction, select O in the G column G (record_type) and enter the corresponding OSJ code in the H column H (acl). Upon loading the REP file, the system will do the following:
Locate all the Advisors with that associated OSJ Code
Locate all the Rep codes linked to those Advisors
Link the user to those Rep codes
The value in the ACL column should correspond to the your selection you make in the Record Type column.
Info
Example: If you enter RC in the Record Type column, place the associated Rep code in the ACL column.
If you need to link a user with multiple Rep codes, add multiple lines per user - one for each Rep code value.
Example: Carl needs to have two different Rep codes assigned to him.
Fill out a row in the ACL file with Carl's information, starting with the Primary Rep code.
Set Column I (Primary_flag) to Y.
Copy the row to a blank one.
Update the value in Column G (record_type) with RC.
Update the value in Column H (acl) with the second Rep code.
Change that row's Column I value to N.
Record Types for Access Hierarchy
Record Type Value
(Column G)
Represents
Description
B
Back Office/Broker-Dealer
All Back Office/Broker-Dealer users should utilize this code. This will default the user to FULL Rep Access in the system. No limitations.
Tip
Tip: You do not need an ACL Field value for Record Type a value in the H column (acl) for a record type B because Back Office/Broker-Dealer users have unfiltered access to all Advisors/Rep. This is the ONLY only Record Type that does NOT not require an ACL Field acl value.
R
Region Code
This will grant the user access to all the Rep codes associated with the Advisor's Region Code. This references the R code from the Rep table.
O
OSJ Code
This will grant the user access to all the Rep codes assigned to the Advisor's OSJ code. This references the O code from the Rep table.
S
Sales Office Code
This will grant the user access to all the Rep codes associated with the Advisor's Sales Code. This references the S code from the Rep table.
RC
Rep Code
This will grant the user access to a single assigned Rep code.
Rw tab
title Licensing File (.LIC)
Licensing File (.LIC)
Docupace can perform licensing validation checks as part of the Workflow Validations workflow validations for a task. The validations review the Advisor's licensing information that has been imported into Docupace.
Tip
Note: The system checks if an Advisor already has licensing information for the state. If they do, then the system overwrites the existing licensing information. Otherwise, it creates a new licensing record.
To upload an LIC file into Docupace, follow the process below:
Fill out this template:
View file
name lic.csv
using MS Excel.
Click File > Save As to save the file as a .csv.
Locate the file on your device and change the file extension from .csv to .lic.
Follow these instructions to upload the file.
What Does Each Column Mean?
The information below provides the fields that must be considered.To fill out the template correctly, see the description of each column below:
Column
Field/ Header
Description
Max length (Min length)
A
rep_ssn-
Rep’s Social Security Number
Without dashes. Only nine digits.
9 (9) without dashes. Only numbers
B
license_type
The type of license (typically State)
30
C
license
Two-character abbreviation of the state the Advisor is licensed in
Note: This field is only used when the license type is State.
30
D
start_date
-
yyyy-mm-dd or
mm/dd/yyyy
E
term_date
Termination Date
yyyy-mm-dd or
mm/dd/yyyy
Rw tab
title Additional Pooled Actors (.APA)
Additional Pooled Actors (.APA)
Docupace can add extra layers of processing hierarchy beyond the typical relationship between a Field Advisor and OSJ. Only some sites need this file. Check with Support to determine if this applies to your site. In this file, each line item is equivalent to a user’s assignment to a specific Pool of Work Items.
Notes: If a user needs to access workflow queues for multiple Reps, you will need to create records create a record for each Rep code. A workflow queue may be associated with a data role or a user (generally a user). The process is guided by the Docupace Delivery Team.
To upload an APA file into Docupace, follow the process below:
Fill out this template:
View file
name apa.csv
using MS Excel.
Click File > Save As to save the file as a .csv.
Locate the file on your device and change the file extension from .csv to .apa.
Follow these instructions to upload the file.
What Does Each Column Mean?
Column
Field/ Header
Description
Max Length
Extra
Details
A
task_assignment_type
Task Type from the Workflow Configuration, for which the system needs to use Pooled Actors
30
Docupace ADocupace Business Analyst will generally provide the Task Type to include here.
B
pooled_actorid
The data role or a user ID who will be assigned the task
50
-
C
rep_number
Specific Rep code that will drive the task assignment
30-
Rw tab
title Client File (.CLT)
Client File (.CLT)
The Client file load is a mechanism to deliver a one-time load or an ongoing update of client information. In this file, each line item is equivalent to an Account (Subfolder) for a Client. If you plan to add only the Client Folder information (and no account information), fill out only the columns with the client-level details.
Note: Client Type dictates whether you use First/Last names or Company Name.
Generating a Subfolder
Tip
Tip: Each filled line in the spreadsheet will create a newSubfolder.
The Subfolder type Type is the only required field to generate a Subfolder for a Client record.
One record per Subfolder (if there are more than one Subfolders, duplicate everything except the Subfolder type)
If you do not fill out any Subfolder info, then only a general folder will be created with the Client Folder.
The fields that contain Client Folder information are the only required fields. You are not required to add Client Subfolder (account) information if you do not have it available.
Tip
Tip: If you create a single Client Folder record, ONE Subfolder will also be created (automatically) with a Subfolder type of General.
Adding Multiple Rep Codes to the Same Client
When two or more reps work with the same Client, you will have the same Client Type, same Company, and same TIN with two different Rep codes. Include the Rep code as the unique key field to handle this situation.
Required Fields for Client File
SSN/TIN
Rep ID
Client Type
If person: First Name/Last Name must be added in to the client information
If entity: Company Name must be added in to the client information
Business Type (consult with your Docupace team the Team for this value)
Status
To upload an a CLT file into Docupace, follow the process below:
Fill out this template:
View file
name clt.csv
using MS Excel.
Click File > Save As to save the file as a .csv.
Locate the file on your device and change the file extension from .csv to .clt.
Follow these instructions to upload the file.
What Does Each Column Mean?
The information below provides the fields that must be considered.
Column
Field/ Header
Max length (Min length)
Field DetailsDescription
A
last_name
100-
Used for a Person
B
first_name
100-
Used for a Person
C
group_name
100
A Group can represent a Household unit.
D
entity_name
100
Used for a Company or a Trust
E
client_type
30
Person
Trust
Business/Entity
Vendor
Beneficiary
Other
Prospect
Warning
Warning: Different fields are required based on the Client Type field (Column E). Incomplete records will result in file load errors.
Client Type Person: First Name, Last Name, SSN, and Rep required
Client Type Entity: Company Name, SSN, and Rep required
F
ssn
9 (9)
Format the ssn without dashes.
123456789
Client’s Social Security Number or Tax ID
Without dashes. Only nine digits.
G
business_type
30
Varies by site. Normally, there are at least two types - BD/RIA and Non-BD/RIA. Typically, BD/RIA is replaced with the BD’s name.
Note
Important Note: Contact Docupace Support or your onboarding team for assistance filling out this field.
H
client_status
30
Active or Inactive
I
rep#
30 per value
Rep code
Note
Important Note: Add a Separate Row separate row if multiple Reps are associated with a Client/Account combination.
Info
Example: If an account is shared by two unique Rep codes (not a split Rep code):
Copy the row with the first rep Rep code to a blank row.
Update Column the I column (rep#)
J
account#
30 per value
The account number
K
Subfolder_type
30
These values are based on a system dropdown. For This is a required field for each Subfolder (accountAccount) that you want to add, this is a required field. If . The record will fail to load if you don’t select a value for this field, the record will fail on the loadin this column.
The values will be determined with by your delivery teamDelivery Team.
L
registration
50
These values are based on a system dropdown.
Note
Important Note: Contact Docupace Support or your onboarding team for assistance filling out this field.
M
sponsor
254
These values are based on a system dropdown.
Note
Important Note: Contact Docupace Support or your onboarding team for assistance filling out this field.
N
product_type
50
These values are based on a system dropdown.
Note
Important Note: Contact Docupace Support or your onboarding team for assistance filling out this field.
O
other_desc
254-
Additional description
P
state
2
A 2-digit state code
Q
short_name
100
Enter the A short name of for the account
R
open_date
yyyy-mm-dd or
mm/dd/yyyy
MM/DD/YYYY formatOpen Date for the Account
S
close_date
yyyy-mm-dd or
mm/dd/yyyy
MM/DD/YYYY formatClose Date for the Account
-T
external_id
50
Subfolder External ID. This field is frequently used for 3rd-party integrations.
U
RESERVED
0
Leave blank
Warning
Attention: Do NOT remove this column.
V
account_status
30
Open or Closed
Tip
Tip: Some sites may use Active and Inactive instead.
W
middle_name
100-
Used for a Person
X
suffix
30-
Used for a Person
Y
gender
30
Male, FemaleUsed for a Person
Z
dob
yyyy-mm-dd or
mm/dd/yyyy
MM/DD/YYYY formatDate of Birth for a Person
AA
citizenship
30 per value
-
AB
mailing_addr
254-
AC
mailing_city
30-
AD
mailing_state
2
-
AE
mailing_zip
10 (5)-
AF
legal_addr
254
-
AG
legal_city
30-
AH
legal_state
2-
AI
legal_zip
10 (5)
-
AJ
email
100-
AK
home_phone
15 (10)
999-999-9999 format
AL
mobile_phone
15 (10)
999-999-9999 format
AM
work_phone
15 (10)
999-999-9999 format
AN
empl_company_name
100
-
AO
empl_company_addr
254-
AP
drivers_license#
100-
AQ
dl_issue_date
yyyy-mm-dd or
mm/dd/yyyy
MM/DD/YYYY formatDriver’s License issue date
-AR
dl_exp_date
yyyy-mm-dd or
mm/dd/yyyy
MM/DD/YYYY format
Driver’s License expiration date
AS
RESERVED
Leave blank
Warning
Attention: Do NOT remove this column.
AT
bank_name
100-
AU
bank_city
30
-
AV
bank_state
2-
AW
bank_routing#
Any number value -
AX
bank_account#
30
-
AY
client_marital_status
30-
AZ
client_occupation
100
-
BA
client_id
50For
Client ID used by 3rd-party integrations
BB
RESERVED
0
Leave blank
Warning
Attention: Do NOT remove this column.
BC
RESERVED
0
Leave blank
Warning
Attention: Do NOT remove this column.
BD
RESERVED
0
Leave blank
Warning
Attention: Do NOT remove this column.
BE
subregistration
50
Account Sub-registration type
Warning
Attention: Must match with the Registration Type
BF
crm_source
-
Used by 3rd-party integrations
BG
crm_external_id
-
Used by 3rd-party integrations
Info
Important: Some sites may have additional address fields available, such as:
mailing_province
mailing_country
legal_province
legal_country
Rw tab
title REP Transfer File Process (.RCG) – OPTIONAL
What Does Each Column Mean?
The information below provides the fields that must be considered.
REP Transfer File Process (.RCG)
A recent addition to the data file process - the RCG file allows for an easier way to navigate the Rep Reassignment process, including adding, removing, reassigning/replacing Rep codes at the Client folder and Subfolder level.
What Does Each Column Mean?
See the description of each column below:
Column
Field/ Header
Max Length
Target Domain
Extra DetailsDescription
A
process_level
-
Client Folder
Client Subfolder
Client causes the system to locate a Client Account Subfolder to adjust
Accountcauses the system to make adjustments at the Account Subfolder level
B
client_last_name
-
Client Folder
Client Subfolder
The last name of the affected Client
C
client_ssn
9
Client Folder
Client Subfolder
Client’s 9-digit Social Security Number
D
account
-
Client Subfolder
If changing at the Subfolder level, this column will include the account numbers to be adjusted
E
current_rep
-
Client Folder
Client Subfolder
This column represents the current rep assigned Rep
If add process_type is Add – Rep One
If remove process_type is Remove – Rep One
If replace process_type is Replace – Rep One
F
rep_code_to_process
-
Client Folder
Client Subfolder
This column represents the new rep Rep or the change to the Rep code
If add process_type is Add – Rep One
If remove process_type is Remove – Rep One
If replace process_type is Replace – Rep Two
G
process_type
-
Client Folder
Client Subfolder
This code will determine what change happens
Add a New Rep: Add
Remove a Rep: Remove
Replace with a new Rep: Replace
Warning
Attention: Values in this column are case-sensitive.

Version	Old Version 29	New Version Current
Changes made by	Inese Auzina	Inese Auzina
Saved on	Jan 07, 2025	Jan 07, 2025

Versions Compared

Key

Rep File (.REP)

Required Fields/Columns:

What Does Each Column Mean?

Where is the Information Stored?

Advisor Table

Rep Table

Email Recipients Table

User File (.ACL)

What Does Each Column Mean?

How Does the Record Type Column Work with the ACL Column?

Record Types for Access Hierarchy

Licensing File (.LIC)

What Does Each Column Mean?

Additional Pooled Actors (.APA)

What Does Each Column Mean?

Client File (.CLT)

Generating a Subfolder

Adding Multiple Rep Codes to the Same Client

Required Fields for Client File

What Does Each Column Mean?

What Does Each Column Mean?

REP Transfer File Process (.RCG)

What Does Each Column Mean?

Page Comparison

Versions Compared

Key

Rep File (.REP)

Required Fields/Columns:

What Does Each Column Mean?

Where is the Information Stored?

Advisor Table

Rep Table

Email Recipients Table

User File (.ACL)

What Does Each Column Mean?

How Does the Record Type Column Work with the ACL Column?

Record Types for Access Hierarchy

Licensing File (.LIC)

What Does Each Column Mean?

Additional Pooled Actors (.APA)

What Does Each Column Mean?

Client File (.CLT)

Generating a Subfolder

Adding Multiple Rep Codes to the Same Client

Required Fields for Client File

What Does Each Column Mean?

What Does Each Column Mean?

REP Transfer File Process (.RCG)

What Does Each Column Mean?