File management > The vault > Upload file to the Vault

Upload file to the Vault

Use this procedure to upload data files into Spend Dynamics.

If you want to upload a file with the same name and size as a file you have previously moved to the trash, you must:

• empty the trash before uploading the new file
• wait 10 minutes after emptying the trash before uploading the new file.

Note:

• To comply with current security policies, files with older .doc and .xls extensions are not supported anymore when uploading files to the Vault.
• You can only upload files to the Vault in .xml, .xsl, .docx, .xlsx, .csv, .gif, .jpg, .tif, .pdf, .pgp, .asc or .zip format.
• Files with .doc and .xls extensions must be saved as .docx and .xlsx, respectively before uploading to the Vault.
• Compressed folders (.zip) must not contain files with .xls and .doc extensions.

To upload a file to the Vault:

1. From the main menu, select Administration > File Management > The Vault.

   The Vault appears in a separate window, defaulting to the Inbox.

2. Click Upload files at the bottom of the screen and select the file you want to upload.

   The file will now appear in the Inbox of the Spend Dynamics Vault.

Note: This is the first stage of loading a file into the solution. You must now follow the steps outlined in Process file to load data.