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Table of Contents

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Info

  • To include a ',' (comma) in a field, escape it with a leading '\' character. To include a '|' (bar) in a role name, escape it with a leading '\' char.

  • To delete a user, enter DELETE into the transaction column of the file for that user. The user id and tenant fields are required for successful deletion. The message "Attempting to delete non-existing userId. It will be ignored." displays if the user id does not exist.

  • To delete all roles for a user, leave the roles column blank. See Updating Users and Roles using a CSV file for more information.

  • Although csv files can be opened in other programs, they are best viewed through some kind of spreadsheet program. Here is the file when it is opened with Excel:

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Upon successful upload, you will see this message with the number of roles and users that were created: "Users Loaded successfully. 1 Added, 3 Updated, 0 Deleted, 1 Roles Added." 

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Updating Users and Roles using a CSV file

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Tip

  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.

  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

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  1. The DocuPhase Forms server can be configured with a configuration property to specify the maximum size for attachments. The upper limit for attachments in the DocuPhase Forms Cloud is 25 MB. Uploading attachments greater than this value shows this error message:

  2. The tenant admin can set the maximum file size per user by editing their profile. Add the value in bytes to the Max Attachment Size field on the Edit User screen.  


    The value in this field overrides the max size value configured on the server level, as long as it does not exceed that value. For example, if the Server was set for 20 MB and the user profile was configured for 15 MB, the user sees this error message when trying to upload a 30 MB attachment:

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  3. Designers can specify the max file size per the Max Size property of individual Upload Controls. The image shows a 5 MB Max Size property specified for an Upload Control.

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    If a user uploads a file larger than 5 MB to this control, they will see this error

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