An Express screening is processed, from start to finish, by the computer. That means your file must fit an exact template in order for the system to read it. Most people use one of our pre-built templates, but if that’s not working for you, you can actually build your own! To do this, you’d customize which fields are included in your template, as well as their order, until they match your file layout. That then tells the computer exactly how to read your screening!
- Note: For more information, see our Express Screening Guide.
Checklist of steps to follow:
- Step 1: Log in
- Step 2: Go to the Screen tab
- Step 3 Go to Manage Custom Import Templates
- Step 4: Select Create Template
- Step 5: Fill out the fields
- Step 6: Choose which fields your template will contain
- Step 7: Label fields
- Step 8: Create the template
- Step 9: Use your template
- Making Changes
Step 1: Log into your WealthEngine account.
Step 2: Go to the Screen tab.
You will find the Screen tab at the top of your screen.
Step 3: Go to Manage Custom Import Templates.
Click on the Tools icon in the upper right and choose Manage Custom Import Templates.
Step 4: Select Create Template.
Select Create Template in the pop-up that appears, then click Next.
Step 5: Fill out the fields.
- Note: Rows to Skip refers to the number of column header rows in your file; they’ll need to be skipped in processing.
Substep 1: Identify all the fields in your screening file – then match them to the options in the left pane.
- Note: The minimum required fields for every record are first name; last name; street address; city; state; and zip. Include User Supplied ID if you plan to get the results back into your CRM/DMS.
Substep 2: Move those fields into the right-hand pane so they’ll be included in your template. Every column in your file must be there, even if one is empty.
- Note: If you are using your own supplied "Attributes" keep in mind that you are limited to 15.
Substep 3: Make sure they are in the same exact order as your file.
Substep 4: Once the template matches your file perfectly, click Next.
Step 7: Label fields.
Label any fields that might be unclear later. Keep in mind that “Attributes” are for any organization-specific data that helps you filter your screening results into subgroups. They don’t affect profiles but can really help with your workflow.
Step 8: Create the template.
Once you click Finished you’ll get a notice telling you your template is ready for use. Choose Ok.
Step 9: Use your template.
Substep 1: Go to the Express Upload page.
Substep 2: Click on the dropdown menu in the Input File Template field. Select your custom template.
Substep 3: A Template Details button should appear; click to see the labels you made in Step 7.
Substep 4: Finish submitting your file.
You can make changes to custom import templates very easily – just follow Steps 1 – 3, then select Modify Template or Delete Template, depending on what you want to do. The rest of the process will be pretty much the same.