The Document Details Page

The Document Details Page provides an overview of key information, document history, along with a preview.

Reach the Document Details page from either the Production Documents sub-tab or the Test Documents sub-tab on the Customer Details page.

From the Document Details page, you can view some of the most important information on the documents you import. The page is broken into three sections and displays document information, document history, and a preview of the document.

• The top left of the screen displays Document details on how the document came into Conexiom and when it was processed.

• The bottom of the left half of the screen shows the history of the document, including when it came in, what alerts were generated, who resolved the alerts, and when the processed document email was sent.

• The right half of the page displays a preview of the inbound document. This is the same rendering that you would see if you clicked the link of the file on the Customer Details page, except that this rendering is smaller.

The preview displays one document at a time and is limited to pdf, .doc, and .xlsx files.

Downloading the Original Document

To download the original document, follow these steps:

1. Click Download. A list of files displays. The type depends on your submission.

2. Select the file you want to download. The file is downloaded into the appropriate applications for that file type, (such as a browser window or Adobe Acrobat).

Viewing Approved Changes

To see what change requests for this trading partner have been approved, follow these steps:

1. From the Document History Section, scroll down the list of submissions or click the Filter Search icon to search for a previous configuration request that applies to the change you are interested in. If the change request has been approved, an Action posting displays with it.

   

2. In the Action posting, look for the sentence “View the approved changes here.”

3. Click the underlined link. A rendering of the document displays with the changes highlighted.

Processing a Document from the Document Details Page

If the document was not processed due to missing information in a cross reference table then after the table has been updated the process button can be used to reprocess the document and allow it to deliver. A Delivered document can be reprocessed using the Process button if it needs to be delivered a second time. 

You can manually process a document when it is ready. You can also reprocesses a document under certain conditions. If the document was not processed due to missing information in a cross reference table, then after the table has been updated, click the Process button to reprocess the document, allowing it to be delivered. A Delivered document can be reprocessed using the Process button to be delivered a second time if needed.

To manually process or reprocess a document when it is ready, follow these steps:

1. On the Document Details page, click Process. A dialog box asks for confirmation.

2. Click OK. The document proceeds to processing.

Taking Other Actions from the Document Details Page

There are a number of other options you can choose from this screen that are listed in the table directly below.

To choose select an option, follow these steps:

1. Click Options. A menu displays.

2. Select one of the following menu items and make the appropriate choices when prompted from the dialog boxes that display.