Upload Files

Usually only trading partner companies, not the hub company, upload files in the FTS user interface. Most hub companies send files directly to OpenText, which transfers the files to FTS. However, a hub company can be configured to upload files in FTS.

Uploading files includes specifying metadata associated with the files. Metadata varies by trading community. For example, your community might use metadata to define the sender and receiver for files. FTS validates uploads to ensure that mandatory metadata fields are populated.

Note: FTS also validates to ensure that data is present in the file. No other validations occur.

After a file is uploaded, no alert is sent to the receiver for the file.

To upload files in FTS

1	Click Send Files in the Navigation Panel.

2	Click Send New File.

The Send File dialog box opens.

3	Click Select File.

4	Browse to the file that you want to upload to FTS, and click Open.

Note: The maximum file size is 50MB.

5	Provide metadata to associate with the file.

Note: A red asterisk (*) indicates the field is required. For example, a file type of ACH might require entering a bank name in a different field. In addition, some fields might be required if you provide some other values.

6	Click Send. The dialog box remains open.

To remove the message that displays in the dialog box, click the X at the far right of the message.

7	Do one of the following:

To upload another file, repeat the steps for the Send File dialog.

To close the Send File dialog, click Close. The uploaded file displays at the top of the Send Files list.

For a description of the list pages, see “Search for Files” on page 26.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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