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.

Expand or collapse content Identifying Documents to be Downloaded

Navigation:  Reporting Tools > Query > Query Viewer

  1. The Query Viewer search page displays. Enter Query Name = "QCS_CC_UPLOAD_DOC_RPT".
  2. Select Search.
  3. The query prompts page displays. Complete the prompts for Institution, From Date, and To Date, then select View Results.
Expand or collapse content Upload Document

Navigation:  PeopleTools > CTC Custom > Extensions > Upload Documents

  1. Select Add a New Value.
  2. Enter the student's EMPLID (or staff members EMPLID).
  3. Select the looking glass and choose your institution's Document Group.
  4. Select the Add button.
  5. Search results display. Select the EMPLID.
Expand or collapse content Add a New Document Class
  1. To add a new Document Class row, select the plus [+] icon in the top-right corner.
Looking glass is highlighted and pointing to LookUp document class menu
  1. Select the looking glass and choose the appropriate Document Class.
  2. Choose a Document Type by selecting the looking glass.
  3. Select Attach.
  4. Using the Browse button, select a file from your computer.
  5. File name displays. Select Upload.
  6. Message appears, "Document Uploaded." Select OK.
  7. To delete and resubmit a Document Type, select the minus [-] icon to the right of the View button.
  8. Message box appears. Confirm deletion by selecting OK.
  9. To delete the Document Class, select the minus [-] icon in the top-right corner.
  10. Message box appears. Confirm deletion by selecting OK.
  11. Verify that the Document Class row has been deleted and select Save.
Expand or collapse content Add a New Document Type to an Existing Document Class
  1. To add a new Document Type to an existing Document Class, select the plus [+] icon to the right of the View button.
  2. Select the looking glass and choose a Document Type (one upload per Document Type).
  3. Select Attach.
  4. Using the Browse button, select a file from your computer.
  5. File name displays. Select Upload.
  6. Message box appears, "Document Uploaded." Select OK.
  7. To delete/resubmit a Document Type, select the minus [-] icon to the right of the View button.
  8. Message box appears. Confirm deletion by selecting OK.
  9. Verify that the Document Class row has been deleted and select Save.

1 Comments

Mustafizur r chowdhury

How to get find and lookup results the string and how to get file and attached finally on uploading process, please

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