Using the File Queue Upload Client
Using the File Queue Upload Client
You can use the File Queue Upload client to upload PDF documents from a local drive to the File Queue to use in Group Reports.
IMPORTANT NOTE: A Microsoft computer running Windows 10 or newer is required.
Setting up Upload File Types
It is recommended that you set up upload file types for all needed file types such as Month End Summary, Statements, Welcome Letter, etc.
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
On the Maintain Drop Down Options screen, select Upload File Type in the Drop Down List field.
If needed, click New to add a new upload file type.
Enter a Description and click Save.
Continue adding new upload file types as needed.
Once you have set up the upload file types, they will appear in the Type drop down on the File Queue screen and the Group Report screen under the Queue Files section.
Creating Upload Folders
A folder structure on your computer’s local drive is needed to store the uploaded documents.
Create a folder “C:\Queue Uploads” on your computer. Under the “Queue Uploads” folder, create a subfolder for the Association you want to upload files for, and finally, create folders for each Upload File Type created in Setting up Upload File Types.
For example:
C:\Queue Uploads\0876\Month End Summary
C:\Queue Uploads\0876\Statements
C:\Queue Uploads\0876\Welcome Letter
C:\Queue Uploads\0991\Month End Summary
C:\Queue Uploads\0991\Statements
C:\Queue Uploads\0991\Welcome Letter
…
Installing the File Queue Upload Client
In CINC Accounting, select Tools > Client Downloads. If you are using universal navigation, click Settings > General > Client Downloads.
Select Document Upload Client, select File Queue Upload Client, and then click Download.
Click on the CincFileQueueUploadClientSetup.exe file in Download folder.
If a warning message appears to make sure you trust the .exe before opening, click the three dots and select Keep.
If a popup displays warning again to make sure you trust the exe before opening, click the Down Arrow next to Delete and select Keep anyway.
The installer window will appear asking if you want to allow this app from an unknown publisher to make changes to your device. Click Yes.
Follow the steps on the installation wizard to complete installation:
Enter the password starfish.
The default of the installation path is: C:\CINC Systems\v2\File Queue Uploader. CINC recommends changing the installation path is: C:\CINC Systems\File Queue Upload Client.
Creating a desktop shortcut is optional but will make the app easier to find.
When the Ready to Install screen appears, click Install.
When the installation is complete, click Finish.
Browse to and open the File Queue Upload Client. A desktop shortcut is available if one was created during the installation process.
Set the URL when prompted.
Select the directory from which to upload the documents (see examples noted in Creating Upload Folders).
Click Upload.
NOTE: Files will be deleted after uploading.
The documents will be in the queue under the categories defined in step Setting up Upload File Types. Documents can also be added to Group Reports. The categories will be listed under Queue reports.