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To manage or view documentation for a storage area, select the ‘Storage Area’ tab and ‘Select a storage area’ from the drop down.
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Document results can be filtered. Users can also order the results by clicking the columns headers.
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‘Show Deleted’: toggle to show or hide deleted documents. Deleted documents will appear in pink font.
Clear filters: this icon is a button that clears set filters.
‘Select document types’: the drop-down options populate from available documents uploaded.
Select a source': the drop-down options populate from available documents uploaded.
'Type here to filter…': is a free text search bar.
'Select a processing status': the drop-down will show either Processing, Done, or Error that can be filtered with.
Audit Documents
Users can view audit details for documents by clicking icon: 
found in the ‘Actions’ column.
Clicking the icon will prompt a pop-up window with information on the document such as uploaded by, filenames, dates, document type and source.
For example:
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Click ‘OK’ to close the window.
Upload Documents
To navigate to upload documents, click the Upload Document button: 
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| Info |
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The date/time received from the source is captured from the document upon upload. Note, MS Outlook does not always provide the mail message date during the upload, check the received date is correct and update if required. |
Filter Results
Document results can be filtered. Users can also order the results by clicking the columns headers.
...
‘Show Deleted’: toggle to show or hide deleted documents. Deleted documents will appear in pink font.
Clear filters: this icon is a button that clears set filters.
‘Select document types’: the drop-down options populate from available documents uploaded.
Select a source': the drop-down options populate from available documents uploaded.
'Type here to filter…': is a free text search bar.
'Select a processing status': the drop-down will show either Processing, Done, or Error that can be filtered with.
Actions
Icons found under ‘Actions' column are buttons with different functionality.
View File:
opens the file viewer window. Audit:
prompts a pop-up window with audit details. Processing
indicates the document is in processing stage. Error
navigates to a window to resolve errors. TBC. Done
navigates to the cargo item. TBC. Delete:
removes document.
Audit Documents
Users can view audit details for documents by clicking icon: found in the ‘Actions’ column.
Clicking the icon will prompt a pop-up window with information on the document such as uploaded by, filenames, dates, document type and source.
For example:
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Click ‘OK’ to close the window.
Delete Documents
To delete a document, click icon: you will then be asked whether, you are sure. Click ‘OK’. Deleted documents still have the actions, ‘View File’ and ‘View Audit’ available.
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