The Shortcuts panel is on the top of the left navigation pane in the Documents tab. It is expanded by default. To collapse the panel, click the arrow icon next to 'Shortcuts'.

 

The Action Required area gives Project Admins access to a list of documents that have failed the upload process. A blue dot next to the Action Required icon indicates this area contains files needing attention. To see the list of files in Action Required status:

  1   Click on the Action Required link in the Shortcuts panel.

  2   A list of the files that have failed will display in the middle content panel.

  3   To create a sorted list of documents, filter the list by entering information in the blank fields above the list. (i.e. enter 'm' in the field below the File Name column name to filter on all files that contain 'm'). You can also use the wildcard '*' character to filter by data that ends with a certain series of characters (*.com) or that begin with a series of characters (Jim*) or contain a series of characters (*Smith*). Or, select specific filters and display preferred columns by selecting the Manage Columns icon  . 

Documents can be permanently deleted from the project by selecting the associated check box(es) and clicking Delete. 

Refer to the 'Uploaded By' column if follow-up with the admin who originally attempted to upload a file is needed.

If a file is password-protected it cannot be processed and will enter Action Required. However, the password can be entered within the content grid in the index; click the red 'Processing Failed' link in the 'Status' column, enter the correct password and Submit.