Functions: Documents - Bulk Uploads
The Bulk Uploads page is located under the Functions menu under Documents. This is where admins can view the status of draft or pending bulk file uploads. Here you can use the available filters to locate a specific report and bulk publish and bulk delete uploads.
Overview
Bulk Uploads tab include all file uploads completed by admins in the system. Use the available filters to locate a specific upload and view the status. Search capability includes Upload ID, date created, date published, and fund. The uploads can be viewed and managed by clicking on the Upload ID or Status link.
Upload Status
- Draft
- Files are not yet visible to either admins or contacts.
- Processing
- Files that are in the process of being uploaded.
- Pending
- Files are visible to admins only.
- After Processing is completed, the status changes to Pending allowing admins to view the files as Pending across various areas of the portal.
- If you delete an upload with a Pending status, the files will be deleted.
- Published
- Files are visible to both admins and contacts.
- Once all files have been verified and published by the user, the status changes to Published. Revert to Pending will be an option after you select.
- Published files can be re-hidden from contacts by clicking the Revert to Pending button.
IMPORTANT: For any Pending uploads, files that do not have matching investors on the Summary page cannot be previewed in the portal. To remedy this, you can either remove the files without matches OR match them manually to the correct investor on the Summary page.
Bulk Publish and Bulk Delete
Admins can use the checkbox column to select one or more reports for bulk publish or bulk deletion. By default, the Delete and Publish buttons are disabled until at least one File Upload record is selected.
- Delete button- A popup window appears to confirm deletion of any selected File Uploads.
- Publish button - A popup window appears to confirm the action and attempt to Publish all selected File Uploads. This includes:
- Fund uploads in a pending status.
- Investor uploads in a pending status where each of the files has an investor matched to them.
NOTE: An error message appears for uploads that are not in Pending state or uploads that require further review before publishing. A bulk upload cannot be published in the following scenarios:
- Uploads in Draft, Processing or Publish status.
- Uploads in Pending status have files that are not matched.
- The selected folder is root directory (legacy).