Another way to create tasks is to upload them in a CSV file within the Task Configuration screen.Documentation Index
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CSV file criteria
- Prepare your tasks in line with the formats required for each field. For details on the format, see Sign-off task definitions.
- Your input file must contain every field to be considered valid. You can use the Download feature to generate example CSV files. This creates a CSV file line by line.
- Click the Upload button. A dialog is displayed, letting you choose your file.
- Choose a valid CSV file from your local drive: click Choose file and navigate to the required file, then click Open. Atoti Sign-Off displays a preview of your file in a table before the upload:
- Click Upload Sign-Off definition file. If there are any errors, the preview displays detailed error messages: