To import/edit a project doc code list via CSV, navigate to the Code List (Requirements) screen and select Upload Data via CSV.
The upload file must contain the same fields (in the same order, with the same spelling) as in the template from DocBoss. Download this from the Download CSV Template button below the code list grid.
Rules for building CSV:
- Doc Code ID (Do not Touch) should present for records which you are going to overwrite. If empty - system will create new Doc Code
- Type field expects one of the following values: Generated (Customer), Generated (Supplier),
- Generated (Sub-Supplier), Published, SDI Report, Compilation. If empty - system will use default value from instance setup.
- Cover Page / Stamps field expects one of the following values: Cover page only (no stamp), Stamp, else cover page, Stamp and cover page, No stamp and no cover page. If empty - system will use default value Cover page only (no stamp).
- Tech Rev (Supplier), Docs For Approval, Highlight Delivery, Doc No. Override (Sub-Supplier), Native file each sub fields expect Y or N
The first line is treated as header and omitted, the rest of lines will be processed.
Please see how to specify values containing commas or quotes if use EXCEL for editing CSV.
Max allowed file size is 400Mb.