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This article applies to:

  • Product: e-Form RS
  • Subject: tools

Import clients from a spreadsheet in e-Form RS

Follow these steps to import clients from a spreadsheet in e-Form RS.
  1. Select
    Import Clients from Spreadsheet
     from the Administration menu.
  2. Use
    Browse
     to select the spreadsheet containing the client data you want to import.
  3. Mark the checkboxes for the clients you want to import.
  4. Select
    Import Clients
     to import the selected clients.

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