Document Validation in 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 spreadsheet.

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

5. The system takes the information from the XL-Upload spread sheet and performs a number of validations based on the project set-up details.

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

7. If the documents fail validation, the system returns a message saying that the documents have failed validation, and the documents failing and the missing fields are highlighted in red in XL-Upload.

8. Scroll to the right of the worksheet to view the Errors column next to the Remarks column in which XL-Upload notes the reasons why the documents have failed validation.

9. In the Document No. field, comments 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. After you have amended the issues, you must clear the errors before attempting again. To do this select Clear All Errors in the XL-Upload menu and then repeat the Validation process.