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This is the history of every Excel file your team has ever uploaded into Loan Applications. You’ll mostly use it to:
  • Check what was uploaded recently and by whom
  • Find a specific upload by filename
  • Delete old uploads to free up storage
To open it, go to Loan Applications and tap Manage Uploads at the top.

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The screen layout

1

Top: a back arrow + the title 'Manage Uploads'

2

Tabs: All / Today / Yesterday / This Week / This Month / Custom

Tap a tab to filter the list. Custom lets you pick your own date range.
3

Search bar: 'Search filename'

Type any part of a filename. Filter applies as you type.
4

Table of past uploads

Columns: Filename, Records (how many rows), Uploaded On, Uploaded By, Action.

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How to find a past upload

1

Pick a date range tab

Or use Custom and pick from/to dates.
2

Or type the filename

Even part of it works. Example: typing hdfc finds every file with “hdfc” in the name.

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How to delete uploads

Deleting an upload also deletes every loan application that came from it. There’s no undo.
1

Find the uploads you want to delete

2

Tick the checkbox at the start of each row

A bar appears at the top: “Selected X files (Y records).”
3

Tap the red 'Delete Selected' button

A confirmation dialog appears.
4

Tap Confirm

The uploads (and their records) are gone.

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Custom date range

1

Tap the 'Custom' tab

Two date fields appear: From Date, To Date.
2

Pick both dates

The Apply button stays grey until both are filled.
3

Tap Apply

The list shows only uploads from your range.

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Empty state

If you’ve never uploaded anything, you’ll see “No Uploads” with a refresh button. Tap Loan Applications in the sidebar and use Upload File to add some.

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Common things people ask

Each loan application is linked to the upload it came from. Removing the upload removes the link, so the records get cleaned up too. This is by design — keeps your data clean.
No. Once deleted, the file and its records are gone. Always re-check before confirming.
They stay until you uncheck them or refresh the page. Don’t forget to clear them before deleting!