When using Vault Loader, the Document Versions selection lets you upload additional versions (including files) and associate them with existing documents.
Note: This is only available when you select the Document Migration Mode checkbox. You can select No Triggers to bypass record triggers in Document Migration Mode.
How to Load Document Versions
Before loading document versions:
- Upload all document source files to file staging.
- Prepare the CSV input file containing document field names and values.
To load document versions:
- In the left panel of the Loader tab, click Load.
- For the CSV File, click Choose and select the CSV input file.
- In the Entity Type picklist, select Document Versions.
- In the Action Type picklist, select Create.
- Click Start Load.
Vault begins processing the request. When finished, you’ll receive a Vault notification and email with request details and CSV output files.
Past Versions as Content Placeholders
If the latest version of a document includes a source file, you cannot create a past version without a source file (as a content placeholder).
Preparing the CSV Input File
The CSV input file must include the following column headers and corresponding values:
idtype__vsubtype__vclassification__vmajor_version_number__vminor_version_number__vlifecycle__vstatus__v: Specifies the lifecycle state for the document version using the name value, for example,in_review__cfor In Review.external_id__v: Optionally, you can choose to omit the id column and identify documents by external id. If bothidandexternal_id__vare included in your CSV, the load fails.
Download example input.
You can find further explanations in Create & Update Documents.