Archimedes Transfer – Creating a View

Creating a view

This documentation assumes that you understand the EOD and Ortho Contract Process have already copied files to the Archimedes Transfer Drop Off folder in SharePoint.

SharePoint allows you to create a VIEW in the Transaction Log so it’s easier to see only your files rather than the full list of all the submitted files.

1. Navigate to the Archimedes Transfer site and click on Drop-Off Transaction Log.

2. Select Add View in the right-hand corner of the screen.

3. Enter a View Name and select Create. Keep the default  Show as List and Make this public view unchecked.

4. Click on the down caret on the newly created view and then select Edit current view from the drop-down menu.

5. Scroll to the bottom of the next screen until you see Show items only when the following is true. Click on the radio button and then select the field below to activate the menu. Select Initiator.

6. Use the remaining two fields to select only your files. Is equal to and your Lastname, Firstname as it is listed on the file.

7. Scroll down to click OK. 

In future you can click on your view to see the file log for your files only.

Instructions for the EOD and Ortho Contract Process and Initial Archimedes Transfer Process - Initial Setup are also available.