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• Click on the Document Library Activity

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Viewing a Document

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• 'company name'  (your Organisation)
• 'username'  (you)

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Organisation Folder

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• Drill down through the folders to find the file you want to download. For example:
  • Open the EDI Files or Reports folder
    • Open the Year folder
      • Click on Month Number
      • Click on Day Folder

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Uploading a personal Document

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• Click on Choose Files
• Locate the file to be added

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• Click OK

Viewing personal Documents

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• Click on your personal folder to see all you personal documents

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Exporting a Document

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• Right click the line to be downloaded
• Click Open

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The file will be downloaded and you can save or share the document.

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• Right click the line(s) to be exported
• Click Export to FTP

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• The following prompt appears;

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• Click OK for the file to be exported to the FTP Server

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If you attempt to export a file(s) that has already been exported, a prompt will appear:

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There are 3 options

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