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Mitratech Success Center

CSV Validation

The MegaSign function uses a Comma-Separated Values (CSV) file containing e-mail addresses to simultaneously route e-signature documents to multiple parties. The CSV Validation function is used to specify the rules to which a CSV file must conform.

To access CSV Validation:

  • Click the Business Automation  button  in the TAP Toolbar to access the Business Automation module.
    • The Designer tab is selected by default, and the screen displays the Designer Homepage.
  • Click the CSV Validation tab.
    • The Manage MegaSign CSV Validation Rules page displays.

 

To add a validation rule:

  1. Select the department for which you wish to add a validation rule from the Choose department for which you want to edit rules menu. The menu lists all departments defined for your TAP system.
    • The screen refreshes to display the currently defined rules for the selected department.
    • Each rule is labelled sequentially, beginning with Rule #1.
       
  2. Click the Add new rule button.
    • A "blank" Rule # field is added at the bottom of the page.
       
  3. Enter the name of the column header in the CSV file that contains e-mail addresses in the Column Name text box. This field is mandatory.
     
  4. If the column header must be included in the CSV file, select theColumn header is mandatory check box.
    • If the Column header is mandatory check box is selected, and a CSV file does not include a properly named column header, the file will fail validation.
       
  5. If a data value must be included in each field of the specified column of the CSV file, select the Data value must be non-empty check box.
    • If the Data value must be non-empty check box is selected, and one or more fields in the CSV file do not contain data, the file will fail validation.
       
  6. If each entry in the in each field of the specified column of the CSV file must be a properly formatted e-mail address (i.e., name@domain), select the Data value must conform to valid email address format check box.
    • If the Data value must conform to valid email address format check box is selected, and one or more data values in the in the CSV file are not properly formatted e-mail addresses, the file will fail validation.
       
  7. Enter the maximum length for e-mail addresses in the CSV file in the Maximum data length (0 means unlimited) __ characters text box.
    • Use the  buttons to increase or decrease the number of characters in one-character increments.
    • The default value for the the Maximum data length (0 means unlimited) __ characters field is 0 characters.
    • If the value entered in the Maximum data length (0 means unlimited) __ characters field is greater than zero, and one or more data values in the in the CSV file exceed the specified number of characters, the file will fail validation.
       
  8. If valid e-mail addresses may be included in a column with a name other than the name specified in the Column Name field, enter the alternate column name in the Alternative for Column Name text box.
     
  9. Enter the column header that must be included in a valid CSV file in theDependent on Column Name text box.
    • This field must contain either the value from the Column Name field or the value from the Alternative for Column Name field.
       
  10. When all desired values for the rule have been entered, click the Save button to save the rule.
    • A confirmation dialog displays the message "All rules were saved successfully."
    • Click the OK button on the dialog to close the dialog and return to the Manage MegaSign CSV Validation Rules page.
       

To edit a validation rule:

  • Edit the values for one or more fields in an existing rule as described above for adding a validation rule.
  • When all desired values for the rule have been edited, click the Save button to save your changes.
    • A confirmation dialog displays the message "All rules were saved successfully."
    • Click the OK button on the dialog to close the dialog and return to the Manage MegaSign CSV Validation Rules page.

 

To delete a validation rule:

  • Click the Remove rule button for the rule you wish to delete.
    • A confirmation dialog displays the message "Are you sure you want to remove rule 'Rule #X'?"
  • Click the OK button on the confirmation dialog to complete the deletion. (Click the Cancel button to cancel the deletion and retain the rule.)
    • The confirmation dialog closes and the screen refreshes with the selected rule removed.
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