Private Files Upload Desktop Program

This desktop program enables you to upload multiple files at once.

Step I. Configuration Setup

1. Unzip the program.

2.  Click Tools, then select Edit Configuration. The following settings will be preconfigured by Admins.

   a. API User

   b. API Password

   c. InStaff Endpoint

   d. Parse Configurator

3. Fill out the remaining fields

   a. Archive Folder - Create a folder on your computer or within the InStaff Private Files Upload Program folder to store all uploaded files. This is optional.

   b. Upload Folder - Create a folder on your computer or within the InStaff Private Files Upload Program folder to store all uploaded files. This is optional.

   c. Error - Leave it as is.

   d. Parse Configuration - The directory where the configuration file is located.

   e. PDF File Name Prefix - This is Optional. If you do not want a prefix added to the filename, leave this field blank. The default filename will be the Employee ID.

   

Step II. Run the Program

1. Click the 'Browse' button to select the PDF file you wish to upload.

   

   2. Click Create.

   3. Files Generated represents the total number of documents created from the Batch File. For instance, if the PDF batch contains 15 documents, the Files Generated field will display 15. You can check the documents generated in the archive folder for verification.

       

   4. Once verification is complete, click 'Push' to upload the documents to the Portal.

   5. Files are successfully uploaded if the dialog box shows 'Successful Uploads' and '0 Failures.

   

   Steps to Verify in the Portal

   1. Login to your portal as administrator.

   2. Go to Admin then select Manage Users.

   3. Search for an employee included in the Batch File upload.

   4. Click Manage User button.

   

   5. Click Private Files.