Manage Files

Introduction

This screen allows the retail user to search for the files stored in various folders of online vault. Searching of files done easy by providing various search criteria like name of the file, date of file upload, parent folder name and so on.

Based on the search criteria, files are listed on the screen, and customer can select a file for further processing.

Navigation

The following is the navigation for this option:

• Click Manage Files link under Online Vault in Retail User screen.

• The Manage Files screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Search Files

File Name

Specify the file name to search for the files.

Note:

• The user cannot specify a special character in this field. System displays an error message “Please do not enter special characters in File Name” after clicking the search button.

• If user leaves this field blank, then all the files will be listed on the screen.

• For searching user need not give full name of the file. Based on the value entered, e-Banking application searches for all those files with that value.

For Example:

If a customer gives file name as “mon” all the file names containing “mon” will get listed. File names could be “Monthly report”, “Monetary Impact” or “Monday Transactions”.

Upload  From –To

Select the date range to search for the files uploaded during those date range.

Note:

• Search dates cannot be future dates. If future dates are entered, appropriate error message is displayed.

• The date selected in the ‘To’ field should be greater than the date entered in ‘From’ field.

Folders

From the drop-down list, select the folder from which the files have to be searched.

File Details

Select

Select the option button to select the file for further processing.

File Name

Displays the name of the file.

Note:

The user can save this file in to local disk by clicking the hyperlink here.

File Size

Displays the size of the file.

Upload Date

Displays the date on which the file was uploaded to the folder.

Uploaded By

Displays the user ID of the person, who had uploaded the file to the folder.

Path

Displays the folder path where the file is stored.

Available Space

Displays the available free space in online vault.