> ## Documentation Index
> Fetch the complete documentation index at: https://docs.capinex.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Uploads

> See every Excel file you've uploaded, search by name, and delete old uploads to free up storage.

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.

## The screen layout

<Steps>
  <Step title="Top: a back arrow + the title 'Manage Uploads'" />

  <Step title="Tabs: All / Today / Yesterday / This Week / This Month / Custom">
    Tap a tab to filter the list. **Custom** lets you pick your own date range.
  </Step>

  <Step title="Search bar: 'Search filename'">
    Type any part of a filename. Filter applies as you type.
  </Step>

  <Step title="Table of past uploads">
    Columns: Filename, Records (how many rows), Uploaded On, Uploaded By, Action.
  </Step>
</Steps>

## How to find a past upload

<Steps>
  <Step title="Pick a date range tab">
    Or use Custom and pick from/to dates.
  </Step>

  <Step title="Or type the filename">
    Even part of it works. Example: typing `hdfc` finds every file with "hdfc" in the name.
  </Step>
</Steps>

## How to delete uploads

<Warning>
  Deleting an upload also deletes every loan application that came from it. There's no undo.
</Warning>

<Steps>
  <Step title="Find the uploads you want to delete" />

  <Step title="Tick the checkbox at the start of each row">
    A bar appears at the top: "Selected X files (Y records)."
  </Step>

  <Step title="Tap the red 'Delete Selected' button">
    A confirmation dialog appears.
  </Step>

  <Step title="Tap Confirm">
    The uploads (and their records) are gone.
  </Step>
</Steps>

## Custom date range

<Steps>
  <Step title="Tap the 'Custom' tab">
    Two date fields appear: From Date, To Date.
  </Step>

  <Step title="Pick both dates">
    The Apply button stays grey until both are filled.
  </Step>

  <Step title="Tap Apply">
    The list shows only uploads from your range.
  </Step>
</Steps>

## 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.

## Common things people ask

<AccordionGroup>
  <Accordion title="Why does deleting also remove the loan applications?">
    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.
  </Accordion>

  <Accordion title="Can I restore a deleted upload?">
    No. Once deleted, the file and its records are gone. Always re-check before confirming.
  </Accordion>

  <Accordion title="My checkboxes stay ticked after I navigate away.">
    They stay until you uncheck them or refresh the page. Don't forget to clear them before deleting!
  </Accordion>
</AccordionGroup>
