Download Template

We have an option to download the template to insert the records/update the records

1. Clicking on Download Template opens a dialog box

Download Template Dialog box

1. We can select the File type as CSV or Excel
2. Then the next step is to decide the Export Type, there are various options available for this:

• All Records - This will export all the records for the selected Document Type
• Filtered Records - Based on filters, the records will be fetched and exported
• 5 Records - This will fetch the top 5 records; it can be used to see the data format for reference
• Blank Template - This includes just a blank file with the selected column names

3. Once the Export Type is selected, all the fields are displayed below. The ones in red are the mandatory fields, and the yellow ones indicate the depends on fields
4. There are options to consider when selecting the fields to insert as well:

• Select All - As the name suggests, it will pick all the fields
• Select Mandatory - Picks only the mandatory fields in red
• Unselect All - This is like a reset, removing the selection from all fields

5. Then Click Export and get the exported file.