Clean Uploaded Documents #
This page was designed to allow you to clean (delete) multiple uploaded documents from your ATOM Site at once rather than individually inside a client file’s document pages. It also can be used to locate uploaded documents, or client files, quickly using specific search criteria.
Use the specific search criteria to find the types of files or clients you are looking for and ATOM will display the matching results. The search fields can be used in specific combinations to find minute results or individually to find large clusters of files. Once presented with the resulting records you can then choose to delete individual files or groups of files at the same time.
Field Descriptions #
OPEN SEARCH FIELDS #
Access Code – Search field to enter and find all uploaded records by a client’s Access Code (SSN, SIN, EIN, or internal code)
Last Name / Business Name – Search field to enter and find all uploaded records by a client’s last name or Business Name
First Name – Search field to enter and find all uploaded records by a client’s first name
Date Uploaded / Modified (by date range) – Search fields to enter and find all uploaded records added on a specific date or between a date range
Business Type – Pulldown menu to select and find all uploaded records by a specific Business Type
SET UP: Business types are set in ADMIN > Category Types > Business Types
Upload Section – Pulldown menu to separate results between Account Uploads in the Account Documents section or the Permanent Uploads in the Permanent Documents section of a client file
Upload Type –Pulldown menu to select and find all uploaded file records by a specific Upload Type (active and inactive.)
SET UP: Upload Types are set in ADMIN > Category Types > Upload Types
Year – Search field to enter and find all uploaded files by a specific Account Year
SEARCH RESULTS #
Once you have chosen your selection criteria and hit the Search Button the resulting records will display in a table format. The results can be sorted by Columns when sections have been selected (by mouse click) on the Blue Header Columns. The column options and data house within are discussed below.
Number of Records
The total number of uploads from your search criteria will display
Delete Button #
The Delete button is found on the top-right of the search results and clicking it will delete all the selected documents
Column Descriptions #
Select – Open selection box to select one or all (using the Blue Header Title Bar Open Box) uploads for deletion
Upload Section – The file section location of the upload (Account Documents or Permanent Documents)
Access Code – The client’s Access Code of the account in which it has been uploaded
Client – The Name of the client in which the file was uploaded & Hyperlink to said client’s document location
Upload Category – File locations Upload Type’s Category
Account Upload – Found in the Account Information section of a client file
Company Upload – Found the ADMIN>Company Upload page
Contact Upload – Found in the Permanent Uploads page in a Contact Information section of a client file
User Uploads – Found in the ADMIN>User File Upload page
Upload Type – The file’s Upload Type
SET UP: Upload Types are set in ADMIN > Category Types > Upload Types
File – The Uploaded File stored in ATOM *clicking it will open a new tab that will preview the document and have a button for downloading
Year – The uploaded file’s Account Year. *This section will appear blank for Permanent Documents.
Date Uploaded – The time stamp of the resulting upload
Description – Display of Description (notes) of the resulting upload, if applicable
Business Type – The upload’s Business Type *only applicable for Account Document uploads
Client Access – Displays the client access level of the document