# Sending

# Sent files

# Listing sent files

All documents begin their life on MGT Connect as sent files. The page contains a list of raw files sent to the platform by the customers system or created by the online document form.

# Table columns

Column Description
Details A link to the sent file details page
Sending pipeline Denotes the pipeline for the file
Name Name of the sent file
Reception date When the file was sent to the platform
Completion date When the file was treated and candidates created, does not mean processing of candidates or documents was finished
Treatment Processing of the sent file is complete. Does not mean that candidates and documents processing is complete
Result Was the treatment successful

sent list

# Filtering

The page has filters, which allow you to quickly find a specific file or group of files.

Example

Enabling the Error filter will display only files that could not be processed.

sent filters

# Ordering

By default the list is ordered by Reception date. All ordering options are:

  • Name
  • Reception date
  • Completion date

# Viewing the sent file details

The sent file details page separated in two tabs:

  • Overview
  • Process details

# Overview

The details card displays general file information:

  • File name
  • Treatment
  • Result
  • List of created document candidates

The created document candidates list displays all candidates created from this document. When the file is sent from another system ( ex: ERP ) it can contain one or many documents and a candidate is created for each one. When the file is sent from the online document form, there is only one candidate.

Each item of the list displays:

Field Description
Details A quick link to the candidate details page
Sending pipeline Denotes the pipeline for the candidate
Ref. # Internal identification of the candidate. If something went wrong, it allows us to easily find the problem. This reference number should be noted when contacting support
Creation date Date when the candidate was created
Completion date Date when the candidate processing has completed
Step Last executed step
Treatment Processing or Complete, denotes if candidate processing is complete or still ongoing
Result Was the treatment successful

sent detail

# Process details

The process details tab displays information for each step of the sent file processing.

# Candidates

# Listing document candidates

After the sent file is read a document candidate is created. The purpose of the candidate is to perform any checks, validations or execute business logic before the actual document is created.

# Table columns

Column Description
Details A quick link to the candidate details page
Sending pipeline Denotes the pipeline for the candidate
Creation date Date when the candidate was created
Completion date Date when the candidate processing has completed
Step Last executed step
Treatment Processing or Complete, denotes if candidate processing is complete or still ongoing
Result Was the treatment successful

candidates list

# Filtering

The page has filters, which allow you to quickly find a specific candidate or group of candidates.

Example

Enabling the Error filter will display only candidates that could not be processed.

candidates filters

# Ordering

By default the list is ordered by Reception date. All ordering options are:

  • Reception date
  • Completion date

# Viewing the candidate details

The page is separated in two tabs:

  • Overview
  • Process details

# Overview

The overview tab displays general information for the candidate and two links:

  • To the source file
  • To the created document

candidate detail

# Process details

The process details tab displays information for each step of the candidate processing.