Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 20 Next »

Click on Images to Expand Them

Data File Templates

There are five data file templates (each with unique extensions) you can use to accomplish populating data in the Docupace system. The fields used by each data file template are explained in more detail later on in this guide.

Attention: The Rep file should be the first file that you upload.

Template

Extension

Description

1

Rep File

.REP

This data file adds information about individual reps. It also allows Docupace to build 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 Field

.CLT

The Client file load is a mechanism to deliver a 1-time load or an ongoing update of client information. In this file, 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.

Upload Sizes and Time Restriction

All .CLT files less than 10 MB may be processed without a time restriction. Additionally, any other file type listed below less than 1 MB may also be processed without a time restriction. If the file size is above these limits, the processing will be postponed during normal working hours (3:00 AM to 3:00 PM PT).

Remember: It will be placed in a queue and automatically processed after hours. There is no need to upload again.

Attention: Not all data file extensions are used by all clients.

  • .REPNOUPDATE

  • .REP

  • .LIC

  • .ACL

  • .APA

  • .CLI

  • .CL2

  • .SLF

Uploading Data Files

Warning: Failure to follow these steps carefully will guarantee a failed upload.

  • No labels