When using the Upload Wizard, you have the option to filter documents based on their date. This filter allows you to specify a cutoff date, and the system will only upload documents that are dated prior to the specified date.

It's important to note that this filter operates as an exclusive date filter, meaning the specified date itself is not included in the upload. Here's an example to illustrate its functionality:

Suppose you want to upload documents dated before the end of the current month. In this case, you would enter the 1st of the following month as the filter date. Since the filter is not inclusive, the system will only upload documents that are dated prior to the 1st of the following month.

By utilizing this feature, you can conveniently filter and upload specific documents based on their date, ensuring that only relevant records are included in your upload.