Contents

Reading the upload list

Everyone

What each upload card shows, its colours, and how to filter and search.

Pink: a colleague needs you. Blue footer: the workflow step is with you. Amber: pinned. · Sample data

Each card shows who sent it, their reference, the last characters of the upload code, their message, the number and size of files, when it arrived, its flags and, at the bottom, its workflow step.

ColourMeaning
Pink borderA colleague asked for your attention. Press Done on the pink line when you have dealt with it.
Blue borderThe upload’s workflow step is with you.
Amber border and 📌Pinned to the top for everyone.
Amber footerA workflow step has waited more than 3 days.

Uploads that need you come first, then pinned ones, then the rest, newest first. Search (press /) finds uploads by name, reference, message, form title or upload code.

On Locks with a workflow, the buttons above the cards filter by status: All, With me, New, In progress and Complete. Next to the search box you see the Lock’s form and workflow.

Expiry is shown only within 7 days of it (“Expires in 3 days”); hover the clock for the exact time.