CSV Templates

These are templates for use in the Secure Financing UI to bulk register one or more documents and FVRs.

All Fields

These files contain all possible fields for each document type.

• Invoice
• Bill of Lading
• Purchase Order
• Warehouse Receipt
• Invoice + Bill of Lading
• Invoice + Warehouse Receipt
• All Documents

Simple

These files contain a subset of commonly used fields for each document type.

• Invoice
• Bill of Lading
• Purchase Order
• Warehouse Receipt
• Invoice + Bill of Lading
• Invoice + Warehouse Receipt
• All Documents

Example Files

• Invoice