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'