Embedded Files
Have the field names or their associated tables changed since UPDOCS was put into place?
No, the field names or their associated tables have not changed since UPDOCS was implemented.
How should I handle data entry for fields I previously filled out on ATS uploads?
Because the field names have not changed, you should continue to enter the same information in those same fields on the UPDOCS template as you did on the old ATS uploads.
If I see a similar or duplicate field name elsewhere in a template, does it need to be filled out?
If you see a similar or duplicate field name, it indicates that those fields exist in a CORE Transaction. This does not mean they need to be filled out.
Should I have blank rows in my UPDOCS templates?
Avoid having blank rows in your UPDOCS templates, except after your last row.
Where can I find the database field names on the templates?
Database field names can be found on row 19 on ATS templates and row 3 of the UPDOCS templates. The associated tables are located in row 2 of the UPDOCS template and are more plainly named in row 18 of the ATS template (e.g., Header).
What information is required for UPDOCS fields?
The information required for UPDOCS fields is typically specific to your agency's internal business needs.
What is the most common cause of UPDOCS upload failures?
Using a modified template is the most common cause of UPDOCS upload failures. Our support team is unable to troubleshoot issues with files that do not match the approved, published templates. If you experience an issue, you will be required to first re-attempt your upload using a clean copy of the approved template before we can assist.
What options does an agency have if they utilize additional fields for their business processing?
Agencies have two primary options for entering data into additional fields:
Manual Entry: Manually enter the additional fields into the transaction after the UPDOC process has created it.
Standard Interface: Consider utilizing a standard interface process if the existing interface layout already includes the fields they need to enter data.
What should I do when copying and pasting into UPDOCS templates?
When copying and pasting into UPDOCS templates, ensure you are pasting "values only" to avoid errors.
Why can’t I clear formatting in my UPDOC template?
The template is protected, and the protection settings prevent formatting changes. Excel will block you from clearing formats. To ensure successful uploads, all data cells in UPDOCS templates should be submitted in a text format.
Why can't you advise on what specific data to enter into UPDOCS fields?
We are unable to advise on what specific data to enter because this guidance pertains directly to your organization's unique processes.
Why is a specific field (e.g., 'X field') not included in the UPDOCS template?
The UPDOCS template is designed to include the minimum necessary fields required for the system to create the transaction.
Who should I contact for accurate instructions on data entry for UPDOCS fields?
For accurate instructions on your data entry, please reach out to your supervisor or controller. They will be able to provide the necessary details.
Why am I getting Authorization errors when using UPDOCS?
You may not have the necessary permissions. Please check with your Security Administrator to confirm you have the specific transaction entry security role(s) needed. Example of one of the errors shown below.
Why am I not seeing the comments box when click in cells in Row 4 of my UPDOCS template?
In order to see the comments box when clicking in cells in Row 4 of the template, you MUST download the template into Excel.
Will UPDOCS automatically reject entries?
Yes, if you mean that new entries will begin as drafts, like in the ATS system. UPDOCS generates new entries in the same draft status as they are in ATS today.
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