How to add TITLES in Reserve

Modified on Tue, 3 Mar at 1:11 AM

When getting ready to upload your users to your instance of Reserve, you will need to first install the Data Management Utility and download an "Add Titles" template.

1. Log in to the DMU

2. Click the dropdown in the MORE option

3. Select TITLES

4. From the TITLES MANAGEMENT screen, click on ADD NEW TITLES

5. Click DOWNLOAD NEW TITLES TEMPLATE

6. Save the blank template

7. Open the blank template, and in column A, add the full list of all the titles you wish to add in Reserve. The max field length is 100 characters.

8. Save and close the file.

9. In the DMU, click UPLOAD NEW TITLES

10. Select the saved file from your folder and click OPEN

11. The data upload will process. Wait for it to reach 100% complete.

12. Verify that the titles have successfully been added by going to your File Explorer, then to the Data Management Utility Folder. Open the ADD NEW TITLES REPORTS.

13. Open the latest report and verify that the titles were added successfully. The titles must be unique. If the title already exists, you'll see a failure message on that record with a reason of "Title name already in use"