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File transfer status

Practice CS displays the status of file transfer-related events in the File Transfers portlet, as well as the File Transfers tab on the Manage Clients screen.
Status is tracked for 3 types of file transfers-related information.
  • File transfer status
     - Tracks events related to the overall file transfer transaction.
  • File status
     - Tracks events related to files in the transfer.
  • Signature status
     - Tracks events related to electronic signing of transferred files.

File transfer status

These statuses pertain to the overall file transfer and all of its requirements. The file transfer status is displayed in the
Status
 field in the File Transfers portlet or tab.
  • Waiting for Files
     - A document request has been sent to a portal but the requested files have not yet been uploaded and the contact has not yet selected
    Complete File Transfer
     in the portal.
  • Ready for Download
     - The file transfer has been sent to the portal and all files are available, but additional requirements for completion are pending.
  • Complete
     - All file transfer requirements have been completed successfully.
  • Expired
     - The file transfer expired before all requirements were completed.
  • Canceled
     - The file transfer was canceled before its completion.

File status

These statuses pertain to files being transferred. Select Expand to expand the selected item. The file status displays in the
Status
 field in the expanded section.
  • Uploaded
     - The file has been uploaded to a portal.
  • Ready for Download
     - The file is uploaded but the recipient hasn't downloaded it from the portal.
  • Downloaded
     - The recipient downloaded the file at least once.
  • Expired
     - The recipient didn't download the file before the file transfer expired.
  • Canceled
     - The file was removed before it could be downloaded.

Signature status

These statuses pertain to signature requirements. Select Expand to expand the selected item. The signature status displays in the
Signature Status
 field in the expanded section.
  • No Signature Required
     - The sender of the file didn't choose to require a signature.
  • Waiting for Signature
     - A signature is required but the recipient hasn't responded to the signature requirement.
  • Rejected
     - The recipient declined to sign the file electronically.
  • Signed
     - The recipient signed the file electronically.
  • Canceled
     - The file was removed before it could be signed.

This article applies to:

  • Product: Practice CS

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