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===== APEX Direct-Entry UI Module =====

The APEX Direct-Entry UI Module provides facility for clients to create CeRTNA Standard XML files that can be submitted using the APEX Transport Module. APEX will create the correct XML structure, either ERDS or G2G based on the Platform that user is connected to.

==== Direct-Entry UI Overview ====

The following screenshot shows the new UI components that are associated with the Direct Entry UI functionality:

The Direct-Entry UI is designed to be self-explanatory. Buttons are available to create new draft transactions, delete transactions, add and remove documents, and to make the XML file available to the APEX Transport module.

Draft transactions are automatically saved in the APEX_WORK folder and they remain there until the user selects the Draft item from the Drafts list and then clicks the Send Payload button.

Multiple Draft transactions can be created and saved for sending at a later time.

==== Creating A New Transaction ====

To create a new Draft transaction, click the **New Draft Payload** as shown below:

The following pop-up window will be displayed:

Select a Submitter from the Submitter dropdown list. After selecting a Submitter, the County dropdown list will be automatically populated with a list of counties that the selected Submitter is authorized to submit to. Select the target county from the County dropdown list.

Enter a Primary Reference Number. The Primary Reference number is considered the Submitter's and/or Agent's 'order number' and it must be a unique value that has not been previously used for **the selected Submitter**.

**Note:** Although not strictly enforced, it is recommended that the Primary Reference Number is limited to alphabetic letters and numbers. As dash character can be used to separate segments of the Primary Reference Number. Using other special characters, like slashes or other symbols in the Primary Reference Number introduce risks when it comes to passing the transaction files over to the variety of vendors that use CeRTNA.

Once you have entered the Submitter, County, and Primary Reference, click the Create button and the following panel will be displayed:

A new row will be added to the Drafts list in the left panel and a default transaction details form will be displayed in the Draft Detail Panel. The values provided in the pop-up window will be pre-populated.

Complete the remaining fields based on your requirements:

* Priority (Standard, 1, or 2)
  * Secondary Reference (This is an optional piece of additional information.)
  * Dependency (Checked = Dependent  Unchecked=Independent)
  * Comments (Optional)

Once you have completed entering the data for the transaction details, click the **Add Documents** button and the following pop-up window will be displayed:

Select 1 or more TIFF files (documents) that are to be included in this transaction and then click the Open button. The selected TIFF documents will be displayed in the documents list, as shown below. Page counts will be automatically calculated.

You must identify the Document Type associated with each TIFF image by selecting the Document Type from the drop-down list on each row as shown below:

APEX allows you to view the document associated with each individual row by selecting a row and then clicking the View icon (circled in the image below).

Once you have completed identifying the Document Types associated with your transaction you can hand it off to the APEX Transport module by clicking the Send Payload button. Your workstation must have access to the shared folder that is monitored by the APEX Transport module.

Once the transaction has been handed off, it will be picked up by the APEX Transport module, as shown below, if the APEX Transport module Sender process is running.

==== Additional Direct-Entry UI Features ====

The following additional features are available in the Direct-Entry UI:

{{tablelayout?colwidth="300px,300px"&rowsFixed=1&rowsVisible=10&float=left}}
^ Function ^ Description ^
| Remove Document | Remove the currently selected document row. This function can be invoked by clicking the Remove Document button on the Actions Ribbon or by clicking the X icon on the selected row. |
| Clear All Documents | This will remove all the document rows for the selected Draft transaction. You will be prompted before the rows are removed, so that you have a chance to confirm the action. |
| Delete Draft Payload | You can completely remove a Draft payload by clicking the Delete Draft Payload button on the Actions ribbon or by clicking a specific Draft transaction row from the Drafts list. You will be prompted to confirm your Delete Draft action request.|
| Change Document Sequence | You can change the position of a document within the Draft transaction by dragging the row from one position to another. The Order Index will be automatically updated when the action is complete. |

The following screenshot shows where the additional features are located:

Following standard practice, APEX will prompt the user anytime they have selected an action that removes or clears data. The following screenshot shows a typical prompt where the user has the option to confirm their action or cancel the action.

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