Uploading Data Files
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Data File Templates
There are five data file templates (each with unique extensions) that you can use to import data into 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 Docupace sites. 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 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. |
| 4 | Licensing File | .LIC | Docupace can perform licensing validation checks as part of the workflow validations for a task. |
| 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 Docupace Support | .SLF | Allows you to insert and/or update data in domains 135 and 155. |
| 7 | Request help from Docupace Support | .CL2 | This updates the same fields as .CLT, including date of birth, telephone numbers, and DL Issue Date, etc. |
| 8 | Request help from Docupace Support | .REPNOUPDATE | This is similar to the .REP file. |
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.
Uploading Data Files