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Post From FTP Status

Contents

Introduction

See the Status of Post From FTP Job

Find a Specific Job

Refresh the Status Page

Troubleshoot Upload Errors

Download a Record of Which Files Went to Which Clients

Delete Completed Jobs From Status Page

 

Introduction

The Post from FTP Status page is part of the Post From FTP process. On the Post From FTP Status page, you can:

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See the Status of Post From FTP Job

To see the status of files you have posted using Post From FTP, on the Documents menu, click Post From FTP Status.

The status page provides the following information:

Column Details
Generated By The username of the user who ran the job.
Status

Tells what the status of any jobs are. You may see the following statuses:

  • Completed

  • In Progress

  • Waiting to Start

Errors/Warnings

If there were any issues with the upload, the issue type and number are listed.

To learn more about errors and warnings, see Troubleshoot Upload Errors.

Manifest

Provides a link to download a CSV manifest of the completed job.

To learn more about the manifest, see Download a Record of Which Files Went to Which Clients.

Description

Displays the description entered in Step 3 of Post From FTP.

To learn more about descriptions in the document vault, see Use the Document Vault.

Folder

Displays the folder designated in Step 3 of Post From FTP.

To learn more about folders in the document vault, see Manage Folders.

Labels

Displays the label or labels designated in Step 3 of Post From FTP.

To learn more about labels in the document vault, see Manage Labels.

Files Posted Indicates how many files were successfully posted for that job.
Requested Date/Time Indicates the time and date the job was started.
Processed Date/Time Indicates the time and date the job was completed.

 

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Find a Specific Job

If the list is long, you can type a search term in the Search box to search for a specific file. This searches the Generated By and Description fields.

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Refresh the Status Page

If your job status is pending, you can click Refresh Status to update the page to see if the job has finished.

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Troubleshoot Upload Errors

If a job has any issues during the upload process, those errors and warnings will be documented for you in the Errors/Warnings column of the job. Warnings are marked in yellow and Errors are marked in red.

To learn more about what went wrong with the upload:

  1. On the Post From FTP Status page, click the link in the Errors/Warnings column.

  2. In the AutoPost Messages window, click the Errors bar or Warnings bar to expand a list of errors or warnings.

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Download a Record of Which Files Went to Which Clients

Advisor View provides a record of exactly where all Post From FTP files went. You can download this CSV for your records or to confirm which files went into which clients' document vaults. 

To download a manifest recording the Post From FTP job results:

  1. In Documents, click Post From FTP Status.

  2. In the Manifest column, click Download Manifest.

  3. A CSV file is downloaded to your computer. This CSV includes a list of all files uploaded, which account it was matched to, and which clients received it.

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Delete Completed Jobs From Status Page

You can remove old jobs from the Post From FTP Status page when you don't need the manifest or other information anymore.

To delete jobs:

  1. In Documents, click Post From FTP Status.

  2. On Post From FTP Status page, click the check boxes next to the job or jobs you want to delete.

  3. Under Actions, click Delete.

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