File Search
The file search is restricted to specific roles. If you do not have access to this part of the platform and need to perform a search, please contact your administrator.
Accessing the File Search screen
There are 3 ways that you can access the Search option feature:
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Home page: Click on the Search File box.
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Messaging Tab: The dropdown allows the user to choose the File Search.
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Live Board: Search file button is directly available from the selected dashboard.
Search File
File information section
In this section, you can search using:
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The organization or sub-organization in which the file was initiated. You can find this field at the top right of the search screen. You select the top-level organization before clicking on the Search file button, but you can select a sub-organization once you are on the search screen.
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File direction: Inbound or Outbound files.
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The creation date for the searched file. You can choose to apply a range of From/To or only one date.
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The status of the file.
To choose more than one item in a list, keep the control key (Ctrl) depressed while clicking a new item in the list. You can also select all the items by clicking the All button.
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Category of the transaction related to the file. It can be Payment or PSR or Financial Message.
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File type: the format for this file. This is the cartridge used to import the inbound file or to generate the outbound file.
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File name: the name of the file to search for. This field supports pattern matching with implicit wildcards to return all file names that contain the search string.
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File ID: Internal identifier.
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Flow: allow to add multiple Flows that you used to process the file.
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Transaction Reference: Unique alphanumeric code assigned to each financial transaction.
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File Format: Message Format.
File results section
In this part, results are ordered by:
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ID (Internal identifier)
To access or copy this identifier, click on the copy icon located in the first column: it is copied to the clipboard.
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File name
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Creation date
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Status
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Category
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Direction
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File type
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Transaction count
An action column is added to let you interact with the selected result:
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History: display the entire history of the selected file. All changes made to the file since its creation are listed with the corresponding dates and the identity of the modifier.
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Details: open a new page with all the details of the selected file.