Customer documents

Customer documents


For a group it can be set that they can submit files later on theGroupspage. Then it can also be set for the group whether they can complete the order without a file. The file will therefore have to be delivered later. These orders can be found on this page. The orderer can deliver it by going to 'My orders' and clicking the 'Submit files' link there. Controlboxx is opened.

In addition, the Customer Documents page also works in combination with ISI.Transfer. When the orderer has completed the order without a file, he/she will receive an e-mail asking the file to deliver the file. By clicking on the link, the customer is navigated to the portal (Controlboxx/Designer) where he/she can upload and place the files and really complete the order.

In the meantime, the order can be found on the Customer Documents page with the status 'Wait for file'. In case the document is not delivered, a reminder email will be sent.

Once the customer has submitted a file, the status changes to 'Document included'.
If necessary, the file can also be uploaded directly here; for example in case the customer does not use the link, but provides the file via e-mail. Click on the 'Upload' link. Also navigates to Controlboxx/Designer.

In the event that a file has already been delivered and the orderer wants to use a different file, the status can be manually restored from 'Document included' to 'Waiting for file'. The orderer will receive another email with a link. When delivered, the old file is overwritten.

If desired, the e-mail with the link can also be sent manually to each e-mail address by selecting the order and clicking on 'Send email with upload link':



In addition, the submitted file can also be downloaded for possible check by clicking on 'Download' link at the order, or selecting the order and clicking the 'Download' button at the bottom.

By default, the page opens with the following statuses checked: 'Accepted', 'Wait for file', and 'In production'. In addition, 'My documents' is also checked by default.
By moving the mouse over the information icon, the order data is displayed.

The following statuses are available:
  1. Wait for file- This is the first status
  2. Wait for approval- The customer document is set to this status when user requests approval from Controlboxx; the approve and reject buttons are available; an email can be sent for approval; the file can be rejected in the Controlboxx preview page
  3. Approved- In case a file has been delivered in Controlboxx by a trial user, the status is set on it; when a customer document is rejected on status 'Wait for approval'
  4. Disapproved- When a file in Controlboxx has been rejected; when a customer document is disapproved status for 'Wait for approval' status; it is possible to provide a new file via Controlboxx
  5. Wait for repair- When an error occurs while uploading or processing documents in Controlboxx, the customer document is set to this status
  6. Document included- When a file is delivered in Controlboxx and a certain configuration is on it, it becomes the status
  7. In production- In case a file has been delivered in Controlboxx by a logged-in user, the status is set to it; when all documents from order status have 'Accepted', the status is set on it
  8. Finished- When set to this status via DataConnect to indicate that process has been completed (configuration)
  9. Cancelled- If document is set to this status, the order item is also cancelled; if all order items are cancelled, the order will also be cancelled

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