Loading…
print

The Uploaded Documents page is dedicated to the uploading and viewing of any documents for a specific client within the current logged-in user’s program. Navigate to this page by hovering over the Forms and Documents drop-down menu on the navigation bar, and selecting Uploaded Documents (U-1.1).

U-1: Uploaded Documents Menu

The Uploaded Documents page lists all previously uploaded documents in a grid, which shows the following information (U-2):

  • Document Name – The name of the document.
  • Description – Further description about the uploaded document.
  • Created By – The user who created, or uploaded, the document.
  • Created On – The date and time that the document was uploaded.
  • Last Updated By – The user who last updated the document.
  • Last Updated On – The date and time that the document was last updated.

The grid can be ordered by a desired column header; for example, the grid can be ordered by the Created On column. Click on a column header to order the grid by that column. This will order the list in descending order, and will be denoted by the ▲ (up) arrow. Click on the column header again to order the list in ascending order, denoted by the ▼ (down) arrow. Clicking on the column header a third time will remove the ordering.

U-2: Uploaded Documents Page

Uploading New Documents

To upload a new document, click on the + Upload New Document button (U-2.1). Clicking this button will allow the current logged-in user to upload a new document by clicking Select and choosing a file from their device (U-3.1). If desired, add a short description of the selected document by using the Description textbox.

Be sure to click the check-mark icon button to finish uploading the selected item; otherwise, click the x icon button to cancel uploading the selection (U-3.2).

U-3: Uploading a New File

Viewing & Editing Existing Documents

To view an existing file, click View under the Document column next to the desired document (U-2.3). A preview of the file will appear in a pop-up window. Once the file contents are visible, use the buttons on the top right to perform the following actions (U-4.1):

  • Reload – If there are issues loading the file, click here to reload the page.
  • Maximize/Minimize – Click here to maximize/ minimize the page.
  • Exit – Click here to exit out of the file preview.

U-3: Viewing a File

To edit an existing file, click the pencil icon button (U-2.2). The editing options (similar to uploading a new document) will be shown (U-4). The text can be altered in the Description textbox and a different file can be uploaded, by clicking Select (U-4.1).

Be sure to click the check-mark icon button to finish uploading the selected item; otherwise, click the x icon button to cancel uploading the selection (U-4.2).

U-4: Editing an Uploaded Document

To delete an existing file, click the x icon button at the far right of the desired item (U-2.4).

Depending on the current logged-in user’s role in the system, and the way that their instance of UCCP is set up, they may not be able to edit or delete uploaded documents.

×