Uploading completed CSV in Project Summary Page

Step 1: Go to Project Summary Page

This page can be found when you select a project from the dashboard after you publish a project, or when you Save and Exit a project.

Step 2: Click on the CSV icon, and download the generated CSV template

A CSV template based on your placeholders in your Word Document template will be automatically generated for you. DocCentral requires CSV files to be in a particular format, so please use the CSV template provided.

Do note that the CSV template is also specific to the Word Document template in your project. If you update your Word Document template and re-upload it onto docCentral's portal, a new CSV template will be generated for you. Therefore, every time you update your Word template, you will be prompted to download a new CSV template.

Step 3: Fill the CSV template with the information required.

Examples of how to fill the CSV template for each placeholder is shown below.

Multiple documents can be generated with one upload. In the example below, 3 separate documents will be generated for Jessica, Celest and Jin Leng. These 3 documents will be sent to the emails indicated under [recipient_email]. Refer to details on how to fill the template below.

Step 4: Upload the filled CSV template under the same section

Step 5: Click on "Start Sending Documents"

Note that documents are sent out in bulk. Therefore, please double check the CSV template before clicking on Start sending. Clicking on Cancel will only stop the sending of the remaining documents, and you will not be able to retract the documents that have already been sent.

After Sending Documents

After documents have been sent out, the portal will reflect the status of the attempt to generate and send the documents. There are three possible outcomes of an attempt:

1. Attempt Successful: All the documents have been generated and sent successfully

2. Attempt Incomplete: The attempt to send documents has been deliberately stopped, and documents were only sent up to the point of cancellation.

• Documents that were generated and sent before the attempt was cancelled have already been sent. This action cannot be reversed.
• DocCentral cannot continue again from the point where the attempt was cancelled. To finish sending the rest of the documents in the CSV file, a new attempt to send documents will have to be made.

3. Error Encountered: There was an error with the CSV file uploaded, and docCentral could not generate and send documents beyond a certain point.

• The CSV file will have to be edited before docCentral can make another attempt to send the documents.
• To finish sending the rest of the documents in the CSV file, a new attempt to send the documents will have to be made.

Regardless of the attempt status, the portal will reflect the status alongside some helpful information. This includes the date and time of the attempt, the last email that the generated documents were sent to, and a downloadable CSV file reflecting the sending status of each individual document. These pieces of information will be reflected until a new attempt to send documents is made. For your own reference, you are encouraged to download the CSV status file after each attempt.

You can also click on "View Past Attempts" to find a record of all previous CSV document sending attempts, alongside the date and time of the attempt. However, do note that no other information will be provided in this log.

Sending More Documents

If you would like to send out another batch of documents using a CSV file, simply click on "Upload Another CSV File". You will then be prompted to upload another CSV file, ensure that you continue to use the CSV template that you downloaded earlier.

As long as the Word Document template on the project has not been updated, you may reuse the CSV template provided on the portal to upload new data and send new batches of documents as many times as you need. You may also download another copy of the CSV template if needed.

Once you have made a new attempt to send the documents, the portal will reflect the status of the new attempt, and the information regarding the previous attempt will be permanently replaced.

Updating the Word Template

As the CSV template provided is based on the Word Document template of the project, a new CSV template will be generated every time a new Word Document template is uploaded to the project and the project is published. You will then need to use the new CSV template generated.