Importing .CSV files

Note: The IMPORT CSV option is only available for DocOne® Default users.

The IMPORT CSV function allows users to import a file of CSV transactions into the DocOne® Default application; users can create unique transactions for finishing within DocOne® Default. Hover over DEFAULT in the top navigational menu and select IMPORT CSV.

See Importing .CSV file procedure for detailed information on this functionality.

An example of a typical .CSV file can be found here.

Important: Before importing a .CSV file into DocOne, consult Preparing a .CSV file for import into DocOne for detailed information on the following:
  • Using the Data Dictionary Viewer to locate data requirements for use in the .CSV file
  • Requirements for creating your .CSV file