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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Export Verification

Document Retention

The
Error Reporting
 screen contains a link to the
Document Retention
 screen. This screen allows you to attach, modify, remove, and manage documents associated with a selected declaration.
After a declaration is selected, all associated validation errors for the declaration will become visible. Click on the
Document Retention
 link above the grid to view the documents.
Clicking the
Document Retention
 link will open the
Document Retention
 screen. The
Identifier
 field will default to the selected declaration number.
To attach a document:
  1. Select a document type from the
    Document Type
     drop-down. The types of documents available are client-specific and set up during implementation.
  2. Select a document access type from the
    Doc Access Type
     drop-down. Documents can either be classified as private (only visible to the user) or public (visible to all users within the client’s system). The default setting is private but can be configured to default to public during implementation or through a request to Support.
  3. After a Document Type has been selected, click the
    Choose File
     button and choose a file to attach to the declaration.
  4. Enter a note in the
    Memo
     field. This step is mandatory and cannot be omitted.
  5. After these three fields have been completed, click
    Attach Document
    .
    The file will then appear in the grid below.
  6. Attach any other documents as needed using the steps above.
  7. Once finished, close the
    Document Retention
     screen by clicking the “X” on the top right of the pop-up.