Updated on 2024-10-12 GMT+08:00

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

  1. Sign in to the AICC as a tenant administrator and choose 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

    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.