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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.
Remember: Not all data file extensions are used by all clients. If you are not sure which file types you should use, please contact your system administrator.
Template | Extension | Description | |
|---|---|---|---|
| 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 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 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 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.
Important: If the file size doesn’t meet the requirements above, the file 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.
Uploading Data Files
Warning: Failure to follow these steps carefully will guarantee a failed upload.