Product documentation
Add Excel, CSV, or supported tabular files
Documents (Excel) does not upload local files directly. First upload the source to the Document Library, then associate the existing file with the resource.
For the spreadsheet workflow, use .xls, .xlsx, or .csv files. The selector can show other Document Library items; visibility in the selector is not proof that a file has a parseable worksheet structure.
Add files
- If necessary, upload the files to the Document Library.
- Open the target Documents (Excel) resource.
- Select Add Files.
- Navigate folders or search among the items currently loaded in the selector.
- Select one or more files that are not already associated with this resource.
- Select Add to Documents (Excel).
The selector shows the current and selected reference count. A resource can reference at most 100 items in the current interface.
Expected result
DataFact confirms the association and closes the selector. Newly added files appear in the resource with an initial processing state; association alone does not prove parsing succeeded.
Errors and recovery
- If no file is selected, the confirm action is unavailable.
- If the total would exceed 100, reduce the selection before confirming.
- Search filters only items already loaded in the selector; scroll to load more before concluding that a file is absent.
- If adding fails, confirm the file still exists in the Document Library and retry.