Managing Documents

Procedure

1. Sign in to the AICC as an agent and choose Customer Contact History > Document Management.
2. Set search criteria to search for documents based on the criteria.
   Figure 1 Document Management page
   

   Table 1 GUI elements on the Document Management page

   Element	Type	Description
   Caller Number	Text box	When an agent initiates a call, the calling number is an access code. When a customer initiates a call, the calling number is a customer number.
   Called Number	Text box	When an agent initiates a call, the called number is a customer number. When a customer initiates a call, the called number is an access code.
   Document Name	Text box	Document name.
   Document Status	Drop-down list	Document status. Unsigned Signed Expired
   Signature Date	Drop-down list	Customized date.
   Query	Button	Perform a search.
   Reset	Button	Reset search criteria.
   Caller Number	Label	When an agent initiates a call, the calling number is an access code. When a customer initiates a call, the calling number is a customer number. The calling number can be displayed anonymously. If the User numbers are displayed in plaintext permission is available, the number is displayed in plaintext. Otherwise, the number is displayed anonymously. By default, a tenant administrator has the User numbers are displayed in plaintext permission. If anonymous display is required, you are advised to create a tenant administrator role, deselect the User numbers are displayed in plaintext permission for the role, and assign it to the tenant administrator.
   Called Number	Label	When an agent initiates a call, the called number is a customer number. When a customer initiates a call, the called number is an access code. The called number can be displayed anonymously. If the User numbers are displayed in plaintext permission is available, the number is displayed in plaintext. Otherwise, the number is displayed anonymously. By default, a tenant administrator has the User numbers are displayed in plaintext permission. If anonymous display is required, you are advised to create a tenant administrator role, deselect the User numbers are displayed in plaintext permission for the role, and assign it to the tenant administrator.
   Document Name	Label	Document name.
   Document Status	Label	Document status. Unsigned Signed Expired
   Signature Date	Label	Date when a document is signed.
   Update Date	Label	Date when a document is re-signed.
   Operation	Label	Invalidation Select the document to be invalidated and click Invalidation. Download Select the document to be downloaded and click Download. Preview Select the document to be previewed and click Preview.