9.2 Identify, Download, and Upload Documents
Purpose: Use to this document to learn how to identify, download, and upload documents uploaded via ctcLink's Upload Documents functionality.
Audience: All staff
You must have at least one of these local college managed security roles:
- ZD_DS_QUERY_VIEWER
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: NavBar > Navigator > Reporting Tools > Query > Query Viewer
- The Query Viewer search page displays.
- Enter Query Name = "QCS_CC_UPLOAD_DOC_RPT".
- Select Search.
- The query prompts page displays.
- Complete the prompts for Institution, From Date, and To Date, then select View Results.
You must have at least one of these local college managed security roles:
- ZZ Upload Doc ADM
- ZZ Upload Doc ADV
- ZZ Upload Doc SR
- ZZ_FA_UPLOAD_DOWNLOAD
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload Documents
- Staff may View the document(s) and also mark it as Reviewed. If marked Reviewed, select Save.
- Process complete.
Navigation: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload Documents
- Select Add a New Value.
- Enter the student's EMPLID (or staff members EMPLID).
- Click the looking glass and choose your institution's Document Group.
- Select the Add button.
- Search results display. Click the EMPLID.
- To add a new Document Class row, select the plus [+] icon in the top-right corner.
- Click the looking glass and choose the appropriate Document Class.
- Choose a Document Type by selecting the looking glass.
- Select Attach.
- Using the Browse button, select a file from your computer.
- File name displays. Click Upload.
- Message appears, "Document Uploaded."
- Click OK.
- To delete and resubmit a Document Type, select the minus [-] icon to the right of the View button.
- Message box appears. Confirm deletion by selecting OK.
- To delete the Document Class, select the minus [-] icon in the top-right corner.
- Message box appears. Confirm deletion by selecting OK.
- Verify that the Document Class row has been deleted and select Save.
- To add a new Document Type to an existing Document Class, select the plus [+] icon to the right of the View button.
- Click the looking glass and choose a Document Type (one upload per Document Type).
- Select Attach.
- Using the Browse button, select a file from your computer.
- File name displays. Click Upload.
- Message box appears, "Document Uploaded."
- Click OK.
- To delete/resubmit a Document Type, select the minus [-] icon to the right of the View button.
- Message box appears. Confirm deletion by selecting OK.
- Verify that the Document Class row has been deleted and select Save.
Mustafizur r chowdhury
How to get find and lookup results the string and how to get file and attached finally on uploading process, please
Tanjagay Martin
Hi Mustafizure, Thank you for your question. The following QRG--http://ctclinkreferencecenter.ctclink.us/m/79750/l/1102574-9-2-student-upload-documents-fluid will walk you through the necessary steps to successfully upload a document. Thank you so much!! ~Tanjagay Martin | CS Core Trainer
Kayla Escott
Is there a way to delete uploaded documents from a student record after we download?
Tanjagay Martin
Hi Kayla, Thank you for your question. At this time, staff cannot delete uploaded documents. As with Advising Notes, students can attach files that are not deletable. Enjoy your day, Kayla! ~Tanjagay Martin | CS Core Trainer.