Managing Documents
A tenant administrator can search for documents of the current tenant space by page based on criteria, or invalidate, preview, or download documents.
Prerequisites
The contract digital signature feature has been enabled for the tenant space.
Procedure
- Sign in to the AICC as a tenant administrator and choose .
- 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
Searching for Document Names
Text box
Document name.
Caller Number
Text box
Advanced search criterion.
- 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
Advanced search criterion.
- 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 Status
Drop-down list
Document status. Advanced search criterion.
- Unsigned
- Signed
- Expired
Signature Date
Drop-down list
Signature date. Advanced search criterion.
Reset
Button
Reset search criteria.
Search
Button
Search for document management records.
Button
Search for data based on search criteria again and refresh data on the page.
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 Status
Label
Document status.
- Unsigned
- Signed
- Expired
Document Name
Label
Document name.
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.
NOTE:The downloaded documents contain personal data. Exercise caution when processing the downloaded documents to prevent personal data leakage and abuse.
- Preview
Select the document to be previewed and click Preview.
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