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1. Please find the import rules and format requirements in the Driver's Manual (Guide to Managing Funds), found under OLE 0.8 Milestone User Documentation. In a future release, you will be able to access the templates through online help, the question mark icon , however this functionality is not yet working in OLE.

    

2. In Google Docs, open the template file that corresponds to the type of financial transaction document you are working on. You may "Download As" from the File menu of Google Docs to save the template to your desktop, please do not try to edit the document within Google Docs/Drive.
   
   
3. Save the template to your computer as an Excel workbook.
   
   
4. Add data to the file.
   Required field headings are marked with an asterisk and appear in red.
   
   
5. If the file is to be used again in the future, save the file as an Excel workbook (don't delete the headers yet). If the file is not to be used again, skip this step.
   
   
6. Delete the header rows at the top.
   
   
7. Save the file again, with a new name, in .csv format.
   
   
   
   In OLE the import lines button is located in the upper right corner of the applicable tab.
8. Click .
   
   
   
   
   The system displays additional buttons such as Browse, add, and cancel import.
9. Click and locate the file you have created from your computer.
   
   
   
10. From the Choose File window, select the .csv file to be imported and click .
11. Click .
    
    
    
    
    The screen displays the imported data.
    
    
12. When finished, archive or delete the .csv file.

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