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- Click on the Document Library Activity
Viewing a Document
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- 'company name' (your Organisation)
- 'username' (you)
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
- Open the Year folder
- Open the EDI Files or Reports folder
Uploading a personal Document
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- Click on Choose Files
- Locate the file to be added
- Click OK
Viewing personal Documents
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- Click on your personal folder to see all you personal documents
Exporting a Document
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- Right click the line to be downloaded
- Click Open
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
- The following prompt appears;
- 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:
There are 3 options
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