11.2 View File Upload Status

This topic describes the systematic instruction to manage the status of the uploaded files.

1. On Home screen, click File Management. Under File Management, click View File Upload Status.
   The View File Upload Status screen displays.

   Figure 11-2 View File Upload Status

   
   

   
   Description of "Figure 11-2 View File Upload Status"

   
   
2. Specify any of the following criteria to filter the listed file jobs:
   • In the Filter by File Name field, specify the partial or complete name of the file.
   • In the Filter by Maker ID field, specify the partial or complete Maker ID used to create the file record(s).
   • In the Filter by Checker ID field, specify the partial or complete Checker ID used to authorize the file.
   • From the Filter by Status list, select the required status of the file(s) to be filtered.
   • In the Filter by Upload Date: Start Date and Filter by Upload Date: End Date, select the start and end dates to filter file records by upload date.
3. Upon selecting the required filter criteria, click Filter to view the filtered records. To clear the filter criteria fields, click Clear Filters.
4. If required, click Refresh to refresh the listed files.
5. Perform any of the following actions on the file records:
   1. Click Download icon to download the file.
   2. Click View Remarks in the Action column to view the comments added while uploading the file.
   3. Click View Status in the Action column to view more details of the uploaded file.
   4. Click Approve in the Action column to approve the file.
      This option is displayed only for files that are in the Unprocessed state.
   5. Click Reject in the Action column to reject the file.
      This option is displayed only for files that are in the Unprocessed state.
6. Click Rejected Files to view the list of rejected files.
   The Rejected Files screen displays.

   Figure 11-3 Rejected Files

   
   

   
   Description of "Figure 11-3 Rejected Files"

   
   
7. Perform any of the following actions on the file records:
   1. Click Download icon to download the file.
   2. Click View Remarks in the Action column to view the comments added while rejecting the file.
   3. Click View Status in the Action column to view more details of the rejected file.