Document Validation from within XL-Upload

XL-Upload users can perform document validations directly from within the program.  This allows users to check that their documents pass all necessary validations prior to uploading the documents.

To perform a document validation:

1. Open XL-Upload from the desktop.

2. Enter your User ID, Company ID and Password, click Login.

3. Populate the necessary details in the spread sheet.

4. From the XL-Upload menu, select Validate Documents.

5. The system will now take the information from the XL-Upload spread sheet and perform a number of validations based on the project setup details.

6. If the documents pass all validations, the system will return a message saying that the documents have passed validation.

7. If the documents fail validation, the system will return a message saying that the documents have failed validation, and the documents failing will be highlighted in RED in XL-Upload.

8. Scroll to the right of the worksheet and you will now find an Errors column next to the Remarks column in which XL-Upload will note the reasons why the documents have failed validation.

9. In the Document No. field you will also find comments which detail why the validation has failed. Move the mouse over this field (noted with a small red triangle in the corner) to see these comments.

10. Once you have amended the issues, you will need to clear the errors before attempting again. To do this select Clear All Errors in the XL-Upload menu and then repeat the Validation process.

See also:

XL Upload - Basic Video

XL Upload - Advanced Video