---
title: Update Content Attributes & Plain Text Responses via Excel Import
description: Users with Content/Library Administration privileges now have an additional option for updating content attributes and plain text responses to make…
---
[Skip to content](https://support.rocketdocs.com/en-us/knowledgebase/wiki/spaces/rdsd/pages/3062267909/updatecontentattributesplaintextresponsesviaexcelimport#main-content)
English - United States
Show submenu for translations
Open main navigation
Close main navigation
- English - United States
Show submenu for translations
- [Contact Us](https://13knt.share-na2.hsforms.com/2arNyK8LnTriPpUcjEqzpvg)
[Contact Us](https://13knt.share-na2.hsforms.com/2arNyK8LnTriPpUcjEqzpvg)
How can we help you?
- There are no suggestions because the search field is empty.
1. [RocketDocs Knowledge Base](https://support.rocketdocs.com/en-us/knowledgebase?hsLang=en-us)
2. [Content Management](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us)
3. [Content Import/ Export](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#content-import-export)
# Update Content Attributes & Plain Text Responses via Excel Import
## Users with Content/Library Administration privileges now have an additional option for updating content attributes and plain text responses to make maintaining and updating your content libraries easier than ever.
### General Information
| This functionality is available to content administrators and library administrators (for theirlibraries only). | You can do a combination of updating and adding content in a single csv file. |
| --- | --- |
| Changes will be tracked in audit trail showing name and date of person doing the import. Unchanged records will show nothing in the audit trail, even if they appear in the import file. | Attributes of all content records that the user has access to modify can be updated via excel import. |
| Content imported with a content ID being included in the file will update the existing content records rather than creating new ones. | Plain text responses stored in the Plain Text Response box indicated with number 1 below can be modified via a csv export/import. |
| Rich Text responses are responses that contain styles, graphics, and charts and tables that are stored in the Document Editor indicated with number 2 below. These responses cannot be modified via a csv export/import. | |
### Instructions
1\. Navigate to the content grid and filter down to the subset of content that you would like to modify.
2\. Use the column selector to include the ID column, plus columns that you would like to modify in your view.
3\. Export content via the Export button to the right of the content grid.
4\. Make changes in the csv file to the attributes and/or plain text responses that you would like to modify. You can also add rows for content that you would like to import. The system will identify newly added content by the missing value in the ID column.
5\. Save changes to the file in an easily accessible location.
6\. Import the file using the Import Excel button to the right of the content grid.
7\. When the side drawer opens, select the file and click Submit.
### Specific Field Information (Custom Fields)
| #### **Values** Must appear in the file exactly as they do in the database, though they do not need to be case sensitive. | #### **Dates** Should appear in the following format mm/dd/yyyy or dd/mm/yyyy (depending on your selected preference in your user profile). | #### **Multi-Select** Values should be separated by a semi-colon and a space between values. Values will be replaced rather than being added to existing values. Values must be attribute values already in the platform, but do not need to be case sensitive. | #### **Contact List** Custom field values can be updated by user email addresses of existing active users in the RocketDocs platform. User must be a member of group assigned to the contact attribute otherwise the row will fail. |
| --- | --- | --- | --- |
| #### **Currency** Can be imported with up to 2 decimal places and should accept number or currency values. | #### **Yes/No** Should accept Yes and No values, and blanks if it’s not a required field. | #### **Single Select** Must already be attribute values in the platform but values do not need to be case sensitive. | #### **Number** Can be imported with up to 2 decimal places. |
---
#### 📋Errors:
Importing user will receive email outlining errors or indicating success.
---
### Specific Field Information (System Fields)
| #### **Field Name** | #### **Import/ Update Possible** | #### **Required** | #### **Acceptable Values** | #### **Notes** |
| --- | --- | --- | --- | --- |
| ID | N | N | | System will try to import content if the field is blank and update the content record if it is filled in with an existing content ID. Row will fail if it contains a content ID that does not exist in the platform. |
| File Type | N | N/A | If filled in the value will be ignored. | |
| Status | Y | Y | published, under\_review | |
| Review Cycle | Y | Y | none, per bid, monthly, quarterly, semiannual, annual, biannual, sesquiannual (if the value is enabled in your tenant) | |
| Question/ Topic | Y | Y | | |
| Response | Y | Y | | |
| Library | Y | Y | | Use names of existing libraries (is case sensitive). |
| Summary | Y | N | | |
| Response Type | Y | Y | | |
| Content Type | Y | Y | | Use names of existing content types (does not have to be case sensitive). |
| Notes | Y | N | | |
| Usage Count | N | N/A | text | Notes should be separated by a semi-colon and a space, if there is more than one note. |
| Owner | Y | Y | | Use email format for existing, active RocketDocs users (does not have to be case sensitive). |
| SME | Y | Y | | Use email format for existing, active RocketDocs users (does not have to be case sensitive) |
| Related Content | Y | N | | Blank will blank out existing relations. Content Id’s should be separated by a semi-colon and a space. |
| Expiration Date | Y | Y | | Date should appear in the following format mm/dd/yyyy or dd/mm/yyyy (depending on user’s selection in user profile). |
| Created Date | N | | | Will default to import date for newly imported content, not editable for existing content. |
| Last Modified Date | N | | | If record attributes change, this date will default to import date. |
| Last Edited Date | N | | | If record response changes, this date will default to import date. If not, the date will be left as is. |
| Due Date | Y | N | | Importable for draft or under review content. Date should appear in the following format mm/dd/yyyy or dd/mm/yyyy (depending on user’s selection in user profile) |
| Assigned To | Y | N | | Importable for draft or under review content. Use email format for existing, active RocketDocs users (does not have to be case sensitive). |
| Assigned Date | N | N | | Will default to import date for content changing to under review content. |
| Last Published Date | N | | | Will default to import date for content changing to published content. Will be cleared out for content becoming draft or under review. |
| Created from Project | N | N | | |
| Character Count | N | N | | Will be calculated automatically. |
| Word Count | N | | | Will be calculated automatically. |
- [Training and FAQs](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#main-content)
- [Administration Training](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#administration-training)
- [Content Training](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#content-training)
- [Project Training](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#project-training)
- [SME and Contributor Training](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#sme-and-contributor-training)
- [FAQs](https://support.rocketdocs.com/en-us/knowledgebase/training-and-faqs?hsLang=en-us#faqs)
- [Integrations and Tools](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#main-content)
- [API Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#api-integration)
- [Door Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#door-integration)
- [Dynamics Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#dynamics-integration)
- [Google G-Suite Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#google-g-suite-integration)
- [LaunchPad (Microsoft Office Add-in)](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#launchpad-microsoft-office-add-in)
- [RocketVault (Browser Extension for Portals)](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#rocketvault-browser-extension-for-portals)
- [Salesforce Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#salesforce-integration)
- [SharePoint Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#sharepoint-integration)
- [Single Sign-on and SCIM Provisioning](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#single-sign-on-and-scim-provisioning)
- [Teams Integration](https://support.rocketdocs.com/en-us/knowledgebase/integrations-and-tools?hsLang=en-us#teams-integration)
- [AI Capabilities](https://support.rocketdocs.com/en-us/knowledgebase/ai-capabilities?hsLang=en-us#main-content)
- [The RocketDocs AI Approach](https://support.rocketdocs.com/en-us/knowledgebase/ai-capabilities?hsLang=en-us#the-rocketdocs-ai-approach)
- [AI Prompting](https://support.rocketdocs.com/en-us/knowledgebase/ai-capabilities?hsLang=en-us#ai-prompting)
- [Astro (AI Chat Bot)](https://support.rocketdocs.com/en-us/knowledgebase/ai-capabilities?hsLang=en-us#astro-ai-chat-bot)
- [GenAI Folders](https://support.rocketdocs.com/en-us/knowledgebase/ai-capabilities?hsLang=en-us#genai-folders)
- [Administration](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#main-content)
- [Content Styles](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#content-styles)
- [Notifications](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#notifications)
- [System Settings](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#system-settings)
- [User Management](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#user-management)
- [Content Management](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#main-content)
- [Adding and Editing Content](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#adding-and-editing-content)
- [Archiving Content](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#archiving-content)
- [Content Administration Settings](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#content-administration-settings)
- [Content Import/ Export](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#content-import-export)
- [Content Libraries & Attributes (Categorization)](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#content-libraries-attributes-categorization)
- [Deduplicating Content](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#deduplicating-content)
- [External Files](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#external-files)
- [Searching for Content](https://support.rocketdocs.com/en-us/knowledgebase/content-management?hsLang=en-us#searching-for-content)
- [Projects](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#main-content)
- [Project Administration Settings](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#project-administration-settings)
- [Autofill & LaunchPad](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#autofill-launchpad)
- [Create/Edit a Project](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#create-edit-a-project)
- [Project Integrations](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#project-integrations)
- [Project Navigation](https://support.rocketdocs.com/en-us/knowledgebase/projects?hsLang=en-us#project-navigation)
- [RapidDocs](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs?hsLang=en-us)
- [Reports](https://support.rocketdocs.com/en-us/knowledgebase/reports?hsLang=en-us)
- [Technical Documentation](https://support.rocketdocs.com/en-us/knowledgebase/technical-documentation?hsLang=en-us)
- [Release Updates](https://support.rocketdocs.com/en-us/knowledgebase/release-updates?hsLang=en-us#main-content)
- [2026 Release Notes](https://support.rocketdocs.com/en-us/knowledgebase/release-updates?hsLang=en-us#2026-release-notes)
- [2025 Release Notes](https://support.rocketdocs.com/en-us/knowledgebase/release-updates?hsLang=en-us#2025-release-notes)
- [2024 Release Notes](https://support.rocketdocs.com/en-us/knowledgebase/release-updates?hsLang=en-us#2024-release-notes)
- [2023 Release Notes](https://support.rocketdocs.com/en-us/knowledgebase/release-updates?hsLang=en-us#2023-release-notes)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, RocketDocs Global