Gourley & Gourley (G&G) - Revision history

Admin: /* Investor Section */

2022-08-26T13:54:08Z

‎Investor Section

2020-07-08T14:08:24Z

‎Investor Section

2020-06-26T22:14:16Z

‎Investor Section

2020-06-26T22:09:15Z

‎Investor Section

2020-06-26T22:08:36Z

‎Investor Section

2019-04-01T17:07:32Z

‎Investor Section

2019-04-01T17:07:08Z

‎Investor Section

2019-03-29T20:55:55Z

‎Investor Section

2019-03-29T20:55:07Z

‎Investor Section

2019-03-29T20:53:22Z

‎Investor Section

@@ Line 46: / Line 46: @@
 ) Type S3 in the Search and click on S3
-) Search for the bucket named "ganglandupload" and click to open
+) Search for the bucket named 'gandglandupload' and click to open
 ) In the bucket, click the Upload button

← Older revision		Revision as of 14:08, 8 July 2020
Line 43:		Line 43:

	1) Log into AWS here: https://contensive.signin.aws.amazon.com/console		1) Log into AWS here: https://contensive.signin.aws.amazon.com/console
−
−	~~username: mDyer~~
−
−	~~password: mikedyer~~

	2) Type S3 in the Search and click on S3		2) Type S3 in the Search and click on S3

@@ Line 38: / Line 38: @@
 [[File:GG-acct_transfer.png]]
-'''Importing K-1s (Mike)''' <br />
+'''Importing K-1s, Statements, and Other Documents (Mike)''' <br />
-Process to send us the zip file since some email servers will have issue.  When you have your zip file, follow these instructions,
+After Mike uploads files, the transfer from S3 to website is the New Automatic Process (updated on production 6/26/2020)
 ) Log into AWS here: https://contensive.signin.aws.amazon.com/console
@@ Line 56: / Line 56: @@
 ) Click the Add Files button
-) Locate your zip file  and select Upload
+) Locate your files and select Upload
 ) The new naming conventions have to match the following in order for the automatic process to transfer files to website.  They are as follows:
@@ Line 70: / Line 70: @@
 ) Once uploaded to S3 bucket, the process will automatically transfer the files to the Investment Account Statements table and clear S3.

← Older revision		Revision as of 22:09, 26 June 2020
Line 69:		Line 69:
	"115 2020 AnyText.pdf"		"115 2020 AnyText.pdf"

−	8) Once uploaded to S3 bucket, the process will automatically transfer the files to the Investment Account Statements table.	+	8) Once uploaded to S3 bucket, the process will automatically transfer the files to the Investment Account Statements table and clear S3.

@@ Line 57: / Line 57: @@
 ) Locate your zip file  and select Upload
 '''Updating K-1s on G&G site (Contensive)''' <br />
 ) On the server, create a folder in D:\inetPub\GandG\files\investmentAccount similar to D:\inetPub\GandG\files\investmentAccount\2017K1

← Older revision		Revision as of 17:07, 1 April 2019
Line 77:		Line 77:
	4) Run the script to store all the K1 documents.		4) Run the script to store all the K1 documents.

−	**NOTE: Our program runs using the Partner Number. For example, while G&G site lists Account 338- Riley, Lydia, and that is how we name the K-1 files, the Partner Number for Riley is 344. So in this example, when our program runs, the Riley, Lydia K-1 is uploaded to the Account 344 Teter, Patricia on site. The Partner Number for Teter is 338. So we had to download the PDF manually and upload to the two records in Investment Account Statements table.	+	*NOTE: Our program runs using the Partner Number. For example, while G&G site lists Account 338- Riley, Lydia, and that is how we name the K-1 files, the Partner Number for Riley is 344. So in this example, when our program runs, the Riley, Lydia K-1 is uploaded to the Account 344 Teter, Patricia on site. The Partner Number for Teter is 338. So we had to download the PDF manually and upload to the two records in Investment Account Statements table.

← Older revision		Revision as of 17:07, 1 April 2019
Line 76:		Line 76:

	4) Run the script to store all the K1 documents.		4) Run the script to store all the K1 documents.
		+
		+	**NOTE: Our program runs using the Partner Number. For example, while G&G site lists Account 338- Riley, Lydia, and that is how we name the K-1 files, the Partner Number for Riley is 344. So in this example, when our program runs, the Riley, Lydia K-1 is uploaded to the Account 344 Teter, Patricia on site. The Partner Number for Teter is 338. So we had to download the PDF manually and upload to the two records in Investment Account Statements table.

@@ Line 54: / Line 54: @@
 ) In the bucket, select the Upload button
-) Select the Add Files button
+) Click the Add Files button
 ) Locate your zip file  and select Upload