Uploading completed CSV in Project Summary Page
Step 1: Go to Project Summary Page
The project summary page can be found when you select a project from the dashboard. Publishing a project also automatically brings you to this page.
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. This is an empty CSV file containing only a header row, which corresponds to the placeholder names in your Word template. Please use the CSV template provided to minimise the possibility of unexpected errors.
If you re-upload your Word Document template onto docCentral’s portal, a new CSV template will be generated for you.
Step 3: Fill the CSV template with the information required.
Examples of how to fill the CSV template for each placeholder is shown below.
Do note that columns mapped to formula placeholders do not need to be filled in the CSV template. This is because the values will be automatically computed based on your inputs.
Additionally, unlike FormSG, tables are not valid inputs for a column in CSV. Therefore, if you wish to use the table placeholder in your template, please select FormSG as your data source instead.
Multiple documents can be generated with one CSV 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 the “recipient_email” column.
You can also send a single generated document to multiple recipients (up to 5) by simply separating each recipient’s email using commas as shown below:
Step 4: Upload the filled CSV template under the same section
Step 5: Click on “Start Sending Documents”
Please check your inputs to the CSV template carefully before clicking on ‘Start Sending Documents’. Once documents have started to be sent out, clicking on Cancel will only stop the sending of the remaining documents. 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:
- Attempt Successful: All the documents have been generated and sent successfully
- Attempt Incomplete: The attempt to send documents has been deliberately cancelled, 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.
- 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 amended 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.
The table below outlines the types of errors that would trigger an error message:
** Accepted date formats: “DD/MM/YYYY”, “D/M/YYYY”, “DD/MM/YY”, “D/M/YY”, “DD MMM YYYY”, “D MMM YYYY”, “DD MMM YY”, “D MMM YY”, “DD MMMM YYYY”, “D MMMM YYYY”, “DD MMMM YY”, “D MMMM YY”, “DD-MM-YYYY”, “D-M-YYYY”, “DD-MM-YY”, “D-M-YY”, “DD-MMM-YYYY”, “D-MMM-YYYY”, “DD-MMM-YY”, “D-MMM-YY”, “DD-MMMM-YYYY”, “D-MMMM-YYYY”, “DD-MMMM-YY”, “D-MMMM-YY”
You can 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”.
As long as the Word Document template on the project has not been updated, you may reuse the same CSV template provided on the portal to input new data and send new batches of documents as many times as you need.
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.
Each time you upload a new Word Document template with updated placeholders, a new CSV template would be generated. You will then need to use this updated CSV template to generate documents.