Uploading Word and text documents, and importing delimited text files

Word (.doc, .docx) and plain text (.txt) files can be attached wherever a PDF or a spreadsheet could, and their text is read. A delimited .txt — comma, tab, semicolon or pipe, saved as UTF-8, ANSI or Unicode — can be imported like a CSV. Every file is inspected first, and a file that is not what its name says, carries macros or is a program is refused, on imports too.

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• Attachments on any record, My Documents and the other uploads in Employee Self Service, Create from document, the files you attach in Help & Support and in Ask: “PDF, Excel, CSV, Word (.doc, .docx) or text (.txt), or an image (PNG, JPEG, GIF, WebP)”.
• Import on any list screen, Platform › Operations › Legacy Migration, importing configurations, quote configuration lines and sales order lines from a file: “Excel (.xlsx, .xls), CSV or delimited text (.txt, .tsv — comma, tab, semicolon or pipe)”. Import on a list also reads a PDF laid out as a table.
• You need whatever you already need to change the record or to import into the list; uploading adds no permission of its own.

Word and text documents

• A .docx is read from its text; a Word 97–2003 .doc is now read too. When an old .doc cannot be read the file is still kept: “The .doc is stored, but its text could not be read (it may be encrypted, empty or older than Word 97). Save it as .docx to have it read.”
• A .txt is kept as text and read as it was written (see the encodings below).
• Stored files are always handed back as downloads under the type their name says; nothing uploaded is opened as a web page.
• The size limit is the document store’s, 25 MB unless your administrator has changed it: “<contract.docx> is <31.2> MB and the limit here is <25> MB.”

Importing a delimited text file

1. On the list, choose Import and pick the file — for example <employees.txt> exported from your old system.
2. The separator is found by itself: comma, tab, semicolon or pipe, whichever gives the same number of columns on most of the first 20 lines (text inside quotes is ignored). A file with none of them is read as one column.
3. The preview says “Read as delimited text.” Check the columns are matched as for any spreadsheet, then import. Nothing is written until you have seen what it becomes.

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These Word and text checks are made even when your administrator has switched file inspection off. On imports, a file the inspection finds dangerous is now refused — “That file was refused: <headline>” — where before an import went ahead; macros in an .xlsm or .xls workbook are reported but only its cells are read.