On the Create New Excel download/upload request form, fill in the fields.

Table 1. Create New Excel download/upload request form
Field Description
Short description Brief description of the request. For example, legal_entity_template.
Type Type of the download request. The choices are as follows:
  • Assessments
  • Branches
  • Contracts
  • Functions
  • Legal entities
  • Supply chains
  • Third parties
  • Third-party engagements
  • Third-party information register
Number Number of the request, for example, REQ0001001. This field is auto-filled.
Request type Type of the request. The choices are as follows:
  • Upload
  • Download
State State of the record. This field is auto-filled to Draft state.