Summary
The Documents page allows users to:
View details of the documents uploaded against a vessel visit for the port and storage area.
Upload documents against a vessel visit and storage area.
View, download or delete the files uploaded.
View the audit for each document uploaded (including deleted documents).
Functionality
Vessel Visits
Additional feature in the ‘File Preview’:
To download a document, click the icon
When searching the Vessel Visit, the selectable ones that populate in the drop down are those with complete details. Incomplete details are greyed out Vessel Visits.
Storage Area
To manage or view documentation for a storage area, select the ‘Storage Area’ tab and ‘Select a storage area’ from the drop down.
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.
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:
Click ‘OK’ to close the window.
Upload Documents
To navigate to upload documents, click the Upload Document button: 
This will prompt a window in which the files can be added. This can be done by clicking which will open File Explorer or drag and drop one or multiple documents.
After selecting the documents for upload, the user will be prompted to complete the fields in violet (Document Type, Source, and Exchange Type). Name can also be modified.
To view, click icon: 
To delete, click icon: 
To finalize or leave the Upload Document screen, in the top left, click either ‘Cancel’ or ‘Submit’: 
Our ‘Sticky Search’ functionality will have the selected Vessel Visit chosen. Alternatively, use the predictive search to select a vessel visit. Those with complete details will be selectable, while those that have incomplete details will not be.
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.
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.
The deleted document can now only be seen when ‘Show Deleted’ is toggled on. Deleted documents will be in pink-colored font.
Users can delete documents they have uploaded themselves. Certain users with role permission are able to delete those uploaded by other users.
