Inbox / Outbox Tab (Standard Features only)

The Inbox/Outbox tab provides the user with the ability to retrieve file that have been queued for their party name and upload new files to be sent to other parties.  This screen is available with Standard Features, or with Advanced Features enabled.  This help-topic will cover the Inbox/Outbox tab with Standard Features.

 

To Retrieve Files

From the Inbox tab at the top of the screen, you can see the files that are ready to be retrieved. If there is more than one file listed, the files must be downloaded one at a time in the order they were received. The file that is ready to be downloaded first, has a download link displayed next to the filename.

  1. Click Download.  

  2. A file download screen will display. Click Save. Navigate to a local directory to save the file.

  3. Before you can download another file, you MUST acknowledge receipt of the downloaded file. You have the option of sending a positive acknowledgement or a negative acknowledgement.

Under File Received, do one of the following:

An acknowledgement message will be uploaded to BizManager.

 

Upload New Files

From the Upload tab at the bottom of the screen, locate the Originator and Recipient values that will be used to process the files that will be uploaded.  

Note: If these values need to be changed, click the Parties tab.

To upload new files:

  1. File: Enter the full path and filename of the file to be uploaded. You may also Click Browse to navigate to the desired file.

  2. Allow duplicate file: Select this checkbox if the file being uploaded is a duplicate of a previous file.

  3. Click Upload: A message will display at the top of the screen indicating the success or failure of the upload process.

 BizManager will receive and process the uploaded file.

 

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