You are here: TSM SmartClient Menu Options > File menu > Download

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Download

Use the Download option to download files to your Local Area Network or local workstation. It functions similarly to the File > Upload option.

You can choose from three levels of folders:

·         TPA Level Folders: These are global level folders and are available to everyone in the entire database of plans.

·         Group Level Folders: These folders are available in a group of plans. (To set up a new group folder, see File > Group Folder).

·         Plan Level Folders: These folders are plan-specific and are only available in the selected plan.

Note: You can also download voice files from the VRU (Voice Response Unit).

 

How to Access this Option:

 

On the File menu, click Download. The File Download window displays:

 

 

 

How to Download a Data File:

 

1.      Select a level (TPA, Group, Plan).

2.      Select the folder from which you are downloading the file.  Note: If you are looking for a document someone else might have uploaded or generated by PWEB/SWEB, then check every folder in file download to be sure.

3.      Click Get Files. The list of files in the selected folder displays in the grid.

4.      Select the check box(es) under the 'Select' column, corresponding to the file(s) you want to download.

5.      Enter the folder you want to download to, or click to browse to the folder. The full path displays in the Folder field.

6.      Click Download Selected Files. TSM SmartClient downloads the file and the following message displays:

File(s) successfully downloaded.

Click OK.

 

Explanation of Fields:

 

Field Name

Field Description

Required / Optional

(Download From) Level

Select which folder level to download the file from.

TPA: The file is available at the global database level.

Group: Select a group folder from the list.

Plan: Select a plan ID from the list.

Required (default level)

(Download From) Folder

Imports: All of the previously uploaded interface / conversion files are stored in this folder.
Payroll: All of the previously uploaded payroll interface files are stored in this folder.
Internet Docs: All files available on the participant site and/or plan sponsor site.
Plan Sponsor Msgs: This folder contains .htm files and any messages that display on the plan sponsor site.
Participant Logo: Company logos are in this folder. These files are located in the planpics folder on the network.
Note: Crystal Reports and Cross Tests check boxes are not used at the present time.

Required for data files only

(Download to) Folder

Enter the location of the folder. You can click  to display the folders on your computer. Browse to the desired folder.

Required