Document toolboxDocument toolbox

File Upload Search & View

Owned by Vinayak Bhat
Dec 22, 2021
3 min read

Table of Contents

Revision History

Version

Date

Author

Designation

Description of change

 1.0

Jun 17, 2021

 @Yadukrishnan G (Unlicensed)

 Technical Writer

 Draft

Introduction

This section describes how a user can search for file uploads and view the details of a particular file upload.

Search

1. Navigate to the File Upload Search page from the top navigation bar(Manage → MESSAGING → File Upload)

2. All the File Uploads will be displayed by default.

CCS Admin/Terminal Admin user can see the list of all File Uploads

Other users can only see the list of the File Uploads performed by the users of the same company

3. Click on the arrow to see all the search parameters.

4. User can perform a search using one or more parameters shown on the screen.

Click on the Search icon to search. Click on the Reset icon to clear the entered search criteria.

5. Search results matching the criteria will be displayed.

Following columns/fields will be present in the search result - Upload Id, Document Type, Uploaded Date, Status

View

1. Navigate to the File Upload Search page and search with the required parameters.

2. Click on the Upload Id corresponding to a File Upload.

3. User will be navigated to the View Upload Details page of that File Upload

4. The page has the following general details of the file upload

a. Upload Id

b. File Status

c. Date Created

d. Document Type

5. The page will also display the following information of each record in the uploaded file under the Document Details section.

a. Serial No

b. Reference No - Unique Identifier of the record(will be a field from the uploaded file)

c. Internal Reference No. - The Unique Identifier generated for the record by CCS

d. Status - TRANSMITTED/REJECTED

e. Remarks - Any system-generated remarks while processing the record

Only the records that have been processed will be displayed here. Other recordss will be displayed as and when it is processed. Users can refresh the screen to see the latest details

6. Users can refresh the page using the refresh icon at the top of the page.

Users can download the file used for upload by clicking on the hyperlink in the Attachment field.

Users can download the Document Details as a csv by clicking on the csv icon.

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