for SuccessFactors
SuccessFactors Configuration

Export Category and Document Type

4min

Use these instructions to get a set of CSV files to use to import the Categories and Document types into the system

For Employee Document Upload Rules/Categories:

Go to 'Import and Export Data'

For Categories:

  • Select the action to perform: Download Template
  • Select Generic Object: Category LInk Card 1
  • Include dependencies: No
  • Click 'Download'

For Document Type LinkCard1:

  • Select the action to perform: Download Template
  • Select Generic Object: Document Type LinkCard 1
  • Include dependencies: No
  • Click 'Download'

For the Relationship between Category and Document Types for Link Card 1

  • Select the action to perform: Download Template
  • Select Generic Object: Document Type LinkCard 1 - Category
  • Include dependencies: No
  • Click 'Download'

For HR Document Upload Rules/Categories:

Go to 'Import and Export Data'

For Categories:

  • Select the action to perform: Download Template
  • Select Generic Object: Category
  • Include dependencies: No
  • Click 'Download'

For Document Type LinkCard3:

  • Select the action to perform: Download Template
  • Select Generic Object: Document Type LinkCard 3
  • Include dependencies: No
  • Click 'Download'

For the Relationship between Category and Document Types for Link Card 3

  • Select the action to perform: Download Template
  • Select Generic Object: Document Type LinkCard 3 - Category
  • Include dependencies: No
  • Click 'Download'



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