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You can create a dataset from a document list that you create as a CSV, XLS, or XLSX file. The document list file must have a document ID header column. To create a dataset from a document list, complete the following procedure.
  1. In the Project space menu, select Collections.
  2. Select a collection.
  3. Select Datasets.
  4. Select Create new dataset > From document list.
  5. Configure the dataset using the following fields:
    1. Enter a Dataset Name.
    2. Type a Description.
    3. Choose whether to include family members.
    4. Click to upload your document list file (CSV, XLS, or XLSX with a document ID header column).
  6. Click Create.