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# SUPPORT Page

The SUPPORT page is used to view the status of requests and supporting details for troubleshooting. The SUPPORT page assists users in determining the cause of issues without displaying any non-public information. An example of non-public information is Social Security Numbers that could be part of the XML transaction data.

Click the side arrow at the top of the page and select SUPPORT.

## Displaying results

Users can display transaction results through one of the following methods:

- Select a Product from the Selected Product.
- Enter a value in the Select or type in an account ID field; click View to display the results at the bottom of the page.
- Enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria.
- Single-click an account from your list of assigned accounts to display its transactions.

By default, the most current transactions appear at the top of the results view. To change the number of results that appear on the main page, select either Short-Term Storage or Long-Term Storage and/or an option from the Show entries dropdown.
Note: Short-Term Storage is used to view and retrieve transactions, including PDF's stored in the system up to seven (7) days; conversely, Long-Term Storage is used to view and retrieve PDF files stored in the system longer than seven days.

## Searching for a transaction

You can search for a transactions through one of the following methods:

- Enter the Request ID or Loan Number in the corresponding field to return the specific transaction that matches either the request ID or loan number for the identified account; click Search. Note that the ID must be an exact match.
  Note: The Request ID field allows up to 36 GUID characters.
- Enter an EDS ID, DGS ID, Passthrough ID, Loan Number, or Package Type to return the specific transaction that matches one of the ID's for the identified account; click Search. Note that the ID must be an exact match.
  Note: It is recommended that users enter a value in one of the EDS ID, DGS ID, PassThrough ID or Loan Number fields, but not all three fields. The EDS ID field only allows numeric characters. The DGS ID field is restricted to GUID characters.
- Select either the Created Date or Delivery Date option button. The Delivery Date and time represents the Delivery Status as the package moves through delivery.
  Note: For example, the Date and Time is updated when a package is received (i.e. created in the delivery process) and will be updated again when the Delivery Status is changed to Processing, etc.
- Either directly enter a date in the Start Date field (mm/dd/yyyy) to return all transactions for the specified date or click the down arrow to select a date from the interactive calendar. For a broader search result, also enter a date in the End Date field. Click Search.
  Note: When searching by date, you must enter a date in the Start Date field at a minimum. Only entering a date in the End Date field will result in an error. To narrow your search, enter an exact time in the time (optional) field. Using only Start Date will list all requests processed that day.

## Advanced Transaction Results

Additional search fields allow you to enhance your transaction results.

You can search by any of the Transaction list features below; click the arrows to the right of the desired field and select at least of the following options:

- State: select Successful, Failed, Incomplete, or Successful With Warnings .
- Generate Callback Status: select Successful, Failed, or NotRequested
- Delivery Callback Status: select Unknown, Successful, Failed, or NotRequested.
- API Call: select Deliver, SelectAndGenerate, SelectGenerateAndDeliver, Generate, or GenerateSynchronous.
- Delivery Status: select Created, Error, Mailed, Processing, or Blank.
- Reason Failed: select No_Docs, Content_Error, Uncategorized, Timed_Out, No_Bus_Relation, DeliveryFailed, Invalid_Character, and Field_Error.

Additionally, you can select multiple entries for each field, and can either Check All or Uncheck All by selecting either of the respective options at the top of the dropdown list.

## Transaction list features

The list of transactions contains the following:

- Request ID: The Request ID is generated when creating the transaction using one of the API methods. The ID's presented here are unique keys generated by the database.
- EDS ID / Account ID: The EDS ID / Account ID is generated when creating the transaction using one of the API methods. With View All Accounts and/or Edit All Accounts permissions, users can view the last ten (10) submitted transactions.
  Note: Users can still limit their search to a specific customer account; simply select the desired account from the Account List above. To get back to searching all accounts, after choosing one account from the list, select the Clear button at the bottom of the search criteria fields.
- DGS ID: The DGS ID is created when the transaction is sent to DocGenServices for processing. Use this ID to perform any troubleshooting in DocGenServices when a transaction has failed.
- State: The State column displays either a Successful, Failed, Render_Callback_Successful, Render_Callback_Successful, or Incomplete status for the transaction.
  Note: If the State column is marked to Failed, it will list one of the following reasons why it failed:
  - No_Docs
  - Content_Error
  - TM_INVALID_CHARACTER_ERROR
  - Timed_Out
  - No_Bus_Relation
  - Delivery Service Failed; used when Expere Document Services cannot connect to the Delivery Service.
  - Field_Error
  - Uncategorized; used when the transaction failed due to something other than No_Docs or Uncategorized.
- Status: The Status column displays the following statuses: Job_Complete, Job_Complete_With_Warnings, Job_Failed, Invalid, New, Render_Pending, Render_Processing, Render_Success, Delivery_Pending, Delivery_Success, Render_Failed, RenderCB_Pending, RenderCB_Success, RenderCB_Failed, DeliveryCB_Pending, DeliveryCB_Success, DeliveryCB_Failed, RenderErrorCB_Pending, RenderErrorCB_Success, RenderErrorCB_Failed, DeliveryErrorCB_Pending, DeliverErrorCB_Success, DeliveryErrorCB_Failed, Delivery_Failed.
- Generate/Delivery Callback Status: The Generate/Delivery Callback Status column displays the following statuses:
  - Generate Callback status:
    - Successful: the Generate callback was successfully sent.
    - NotRequested: when Generate Callback is not requested.
    - Failed: the Generate callback has failed.
  - Delivery Callback status:
    - Unknown: this status appears if a SelectGenerateAndDeliver call did not produce any documents; as a result, a deliver callback cannot be completed. This status is also used when Delivery Callback information is not provided on SelectGenerateAndDeliver or Deliver call.
    - Successful: - the Generate callback was successfully sent.
    - NotRequested: when delivery callback information is not provided.
    - Failed: the Deliver callback has failed.
    - Blank: displayed for SelectAndGenerate call, when delivery is not requested
- API Call: The API Call column displays the corresponding API that was used when creating the transaction.
- Account: The Account is associated with a specific account; this account is created in the Wolters Kluwer Financial Services Administration tool.
- Package Type: The Package Type column displays the corresponding package name and type.
- Delivery Status: The Delivery Status column displays either Created, Error, Mailed, Processing, or blank. A transaction with a blank Delivery Status and if the API included a delivery component (i.e. Delivery or SelectGenerateAndDeliver), indicates that fulfillment did not receive the transaction. Lastly, packages that delivery updates once the package has been mailed (i.e. USPS Status, Tracking ID, etc) will not be updated any further after the Mailed status.
- Submitted By: signifies the user who submitted the transaction.
- Loan Number: The Loan Number is supplied by the end user through the transaction.
- Created: The Created column displays the date and time stamp of the submitted transaction.
- Last Modified: The Last Modified column displays the date and time stamp of the most recent modification.
- Date/Time: The Date/Time column displays the following:
  - Date and Time the transaction was created.
  - Date and Time of the last update in Delivery for those transactions that include a delivery component.
  - Date and Time the transaction was last modified.
  Note: Transactions not received by fulfillment will not have a Delivery Date/Time

## Opening a transaction

Click anywhere on the desired row on the main page to view the details of the transaction. The transaction details opens in a new internet browser tab.

This transaction results page consists of a summary of the transaction process steps, a summary of the main Support Page, and unique Content URI and Created By user information. Users may also download and resubmit scrubbed transaction data.

The transaction results page consists of a summary of the request details (EDS Request Details) and the Delivery Audit Log.

## Viewing JSON Data

If you are assigned the Toolsuite Access permission , the VIEW JSON DATA will not appear for you on the transaction details page.

## Delivery Audit Log

The Delivery Audit Log section provides a status and time stamp for the following Call Types and Status Types for a transaction that was initiated using a Select Generate and Deliver or Deliver action:

- Call Type:
  - Processing: the package is currently processing.
  - Printed: the package has printed.
  - Mailed: the package was mailed to the recipient.
  - Canceled: the package was canceled.
  - Error: this displays the error type and description for the package.
  - Image Delivered: the image was delivered to the recipient.
  - Tracking Number: the USPS tracking number for the mailing; this number is typically assigned 24 hours after the mailing is sent.
  - Return Tracking Number: Priority Business Reply Envelope (BRE) identifier passed back to users in the callback.
- Call Type Status:
  - NotRequested: the status was not requested by the callback recipient.
  - Successful: the callback was successful.
  - Failed: the callback failed.
- Callback: if applicable, click the SEND button to resend a call type currently in one of the following states:
  - Mailed
  - Canceled
  - Error
  - Tracking Number

## Downloading transaction data

Uses can click the DOWNLOAD SCRUBBED TXN button to open the scrubbed transaction xml and review it or save the transaction to a desired location and use it for additional troubleshooting.

## Resubmitting scrubbed transaction data

Uses can click the RESUBMIT WITH SCRUBBED DATA button to resubmit the transaction and review the documents returned with scrubbed data.