PS: Documents Import

The Hook:

Use this workflow to upload, view, or replace reference documents (such as End of Month reports, Group Pace, or QA files) stored within ProfitSage.

Data is not extracted from these uploaded documents; they are securely stored for users to open and view.

 

Prerequisites:

• Permissions: Requires access to the Corporate Admin menu (specifically the Administrative Tools section).
• File Types: The system accepts PDF, Excel, and Word documents.
• System Setup: If you need to add a new Document type that is not currently listed in your options, you must contact ProfitSword Support for configuration.

 

The Steps:

Phase 1: Uploading a New Document

1. Navigate to the Corporate Admin menu and select Administrative Tools > Documents Import.
2. Click the Options icon (top left corner) to select the site list and file type you wish to view or upload.
3. Locate the target property and click the empty box under the desired month.
4. Browse your computer to select the file to be imported.
5. Click the Green Checkmark to start the upload process.
6. Click the Red X to exit the pop-up box once the screen repopulates and states "Upload Complete".

 

Phase 2: Replacing an Existing Document

Note: You cannot upload a new file directly over an existing one. You must delete the old file first.

1. Click the existing file icon located next to the hotel name under the specific month.
2. Select Delete from the menu.
3. Click OK to confirm the deletion.
4. Follow the steps in Phase 1 to upload the replacement file.

 

The Result:

• Success: A file icon will now appear under the specific month next to the property name, indicating the document is securely stored and available for users to view.

 

Troubleshooting:

• Missing Document Type: If the specific document category you are trying to upload to (e.g., "Competitive Reports") does not appear when you click the Options icon, contact ProfitSword Support to have that document type added to your system.