Import Holders

Applied Epic allows you to import and export holders in different file formats for client verification and for quick and easy data entry.

Before importing the file, ensure that any countries in the document are represented by a valid three-character country code.

4. Click on the appropriate certificate in the list.

5. Do one of the following:

   • Click Actions > Import Holders on the options bar.

   • Click Actions > Import Holders on the menubar.

   • Right click the certificate and select Import Holders.

6. Click the Add button .
7. Click the Select file by account checkbox to choose a mapping file that is specific to this client.
8. Choose the desired File definition.
   
   Note: To choose a file definition that is specific to the selected account, click the Select file by account checkbox before choosing a mapping file.
9. Choose the appropriate radio button:
   • Import and Update
   • Import and Replace
   • Import, Update, and Remove
10. Click the lookup button to the right of the Select file to import field.
11. Click the correct radio button:
    • Existing client document
      1. A list of attachments associated with the selected account displays. Change the attachments that display in the list if necessary.

         Use the search bar to display attachments that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of attachments.

         

         1. Click the Edit Filter button .
         2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
         3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
            
            Click the Delete button to remove a filter from the list.
         4. Click Finish when you have applied all of your desired filters.
            
            Hover over the Search where text to see the filter that is currently applied to the list.

         To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

         

         1. Make a selection in the first dropdown menu.
         2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
         • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
         • Contains: Enter at least one character of the search criterion (e.g., part of the description or folder name) in the field to the right.
         • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
         3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
            
            To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
      2. Click the appropriate attachment in the list.

      3. Click Finish.

    • Existing file
      1. In the Attach Existing File window, click the Browse button. Navigate to the desired file and then click Open.
      2. The file name defaults in the Description field but can be changed to be more descriptive if necessary.

      3. Click Finish.

12. If applicable, change the number in the Start import from row field to the first row of the Microsoft Excel sheet that contains data.
13. Click Process.
14. On the Import Holders window, click the Refresh link label in the blue header bar.
15. The status is changed to "Created." (This is shown in the bottom left corner of the window.)
16. Click the Preview button.
    
    Note: The list displays only the first 10,000 items in the import batch. A record count displays the number of records that are currently visible and the total number of records in the import. If more than 10,000 records are available, use the search bar to narrow your results.

    To locate records that match specific criteria, use the search bar. Make a selection in each dropdown menu to locate the desired items.

    

    Select Status from the first dropdown menu and either Successful or Failed from the second dropdown menu.

    Click Find to apply the search filter.

17. Click Import to pull the holders into the certificate.
18. Click Yes to verify that you want to import the items.
19. Click the Refresh link label again.
20. If the import is successful, the list will be blank.