UPDOCS FAQs

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.

No, the field names or their associated tables have not changed since UPDOCS was implemented.

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 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.

Avoid having blank rows in your UPDOCS templates, except after your last row.

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).

The information required for UPDOCS fields is typically specific to your agency's internal business needs.

We are unable to advise on what specific data to enter because this guidance pertains directly to your organization's unique processes.

When copying and pasting into UPDOCS templates, ensure you are pasting "values only" to avoid errors.

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.

For accurate instructions on your data entry, please reach out to your supervisor or controller. They will be able to provide the necessary details.

The UPDOCS template is designed to include the minimum necessary fields required for the system to create the transaction.

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.

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.

 The "Submit Transaction" checkbox is a new option available on the UPDOCS upload page that controls the initial status of your uploaded transactions.

If you leave the box unchecked, the uploaded transactions will remain in draft status (this is the current default). If you check the box when uploading, the transactions will be submitted to workflow for approval.