Upload a File
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 the process of uploading a file through the File Upload module.
Upload a File
1. Navigate to the File Upload page from the top navigation bar(Manage → MESSAGING → File Upload)
2. Navigate to Uploads page using the left navigation bar
3. Select the Document Type to be uploaded from the dropdown.
4. User has the option to download a sample template and/or an instruction file by clicking on the Download Template and Download Instruction File hyperlinks respectively.
5. To add a file, the user can either:
a. Click on the add file button (or)
b. Drag and drop the file to be uploaded to the area marked by dotted lines
6. Users can download the uploaded document(if required by clicking on the name of the document)
Users can remove the uploaded document by clicking on the remove icon
7. The system will perform the below validations on the uploaded file:
a. Size of the uploaded file is less than the max allowed size for the selected Document Type
b. Type of uploaded file matched the allowed type of the selected Document Type.
If any of the above validations fail user will have to remove the uploaded file and reupload the correct file.
8. If the above validations are passed, the submit button will be enabled. Click on the submit button to proceed.
9. User will be navigated to the File Upload Search page. An appropriate message will be displayed as a top banner.
10. User can click on the Upload Id and navigate to the View Upload Details page to see detailed information of the File Upload