eFile Modules:

Different sections that constitute eFile application are receipts, files, dispatch, reports, and so on. Each section
comprises of different links that helps the user to easily utilize the functionalities of different sections of the eFile.
First of all, let’s learn about how to use the receipts section of eFile.
A receipt is a written document that a specified entity has been received as an exchange for services. In eFile,
receipts are created by the CRU which is further attached with the file to get processed and approved from the
higher authority.
There are various links available under Receipts section which is mentioned below:

  1. Browse & Diarise
    a. Physical
    b. Electronic
  2. Inbox
  3. Email Diarisation
  4. Created
  5. Sent
  6. Closed
  7. Acknowledgement
  8. Recycle bin
    Let’s have an introduction about these Links one by one:

Browse & Diarise:
The Browse and Diarise link under receipts section includes two sub modules:

  1. Physical
  2. Electronic
    Let’s have an introduction about these sub modules one by one:
  3. Electronic: In Electronic Module the browsing or uploading of the scanned document is
    mandatory and then the Diarisation of scanned correspondence is done.
  4. Physical: In Physical Module the browsing or uploading of the scanned document is not
    mandatory, only the Diarisation of the received correspondence is done for tracking purpose.
    In case of DAK that have a classified grading, proper grading levels are assigned to the DAK
    while diarizing them in case of both Physical and Electronic receipts.
    Classification levels are shown below in Fig.eFile.1:
    o Normal
    o Confidential
    o Secret
    o Top Secret

Fig.eFile. 1
To browse and diarise the electronic receipts user has to perform the following steps:

Click the electronic module under Browse and Diarise ( ) link of Receipts section, as shown in

Fig.eFile. 2
As a result, the Browse and Diarise screen for electronic receipt appears, as shown in Fig.eFile.3:

Fig.eFile. 3
In case of Classified DAK, uploading of document is not mandatory for CRU, only Delivery mode is mandatory, but when it reaches to the intended recipient or at any section/officer, scanning including all other essential fields are mandatory.

Click the Browse ( ) button from the Browse and Diarise screen. A File Upload dialog box appears,
as shown in Fig.eFile.4 :

Fig.eFile. 4

  • After entering the name of the receipt, Click the Open ( ) button (Fig.eFile.4), as a result the path of the
  • scanned receipt gets displayed in the textbox.
  • Click the Upload ( ) button from the Browse and Diarise screen to upload the scanned receipt.
  • Enter the essential details in all the mandatory fields in Browse and Diarise Page, as shown in Fig.eFile.5:

Fig.eFile. 5

  • Click the Generate Receipt ( ) button (Fig.eFile.5) on Browse and Diarise page to generate

a unique Diary number. As a result, the receipt gets generated along with the specified metadata.
There are 10 options provided those are associated with an Electronic receipt:
a) Send to Draft: User can use this option to send the generated receipt to the draft section to work later on.
b) Movements: User can use this option to track the Movements of the receipt which automatically gets updated
as Receipt moves further.
c) Details: User can use this option to view the details of the generated receipts such as Dispatch History,
Referenced files and Referenced Receipts, as shown in Fig.eFile.6:

Fig.eFile. 6

d) Edit: User can use this option to edit the Metadata fields of the Receipt before sending it to the intended

To edit the generated receipt, user has to perform following steps:

  • Click the Edit link ( ), as a result the Metadata fields get active.
  • After making required changes in Metadata fields, click the Save ( ) button to save Metadata.

e) Forward: User can use this option to forward the receipt to the intended recipient.

To forward the generated receipt, user has to perform the following steps:

  • Click the ‘Forward’ link, as a result Send page appears as shown in Fig.eFile.7:

Fig.eFile. 7
Either directly enter the name in the ‘To’ option or Click the ‘To’ link to select the marking abbreviation of the recipient from the list box, as shown in


  • Enter the ‘CC’ option if user wants to mark a copy of receipt to other users also. In case of forwarding receipt, multiple recipients can be sent by using semi colon as separators.

  • Provide the Due date (if required) for the receipt using the calendar ( ) link adjacent to the Due Date text box.

  • Select the Action which has been taken on the receipt from the dropdown menu as shown in Fig.eFile.9:
  • Select the Priority (if required) of the receipt from the dropdown menu.
  • Type the Remarks (if required) in the Remarks text box, and click the Send ( ) button, as shown in

Fig.eFile. 10

  • As a result, the scanned and created receipt is sent to the intended recipient. Then, the user will be redirected to the Sent Receipts page, displaying the list of all the sent receipts along with the newly sent receipt, as shown in


Fig.eFile. 11

User can also Pull back the sent receipt from the intended recipient even when the receipt is in the

Inbox of the recipient, using the Pull Back ( ) link. In case, the recipient has opened the receipt, then pullback option is inaccessible.

User could also see the remarks on the receipt through remarks blue icon along .Reply or forward action can be done from here.

f) Put in a File: User can use this option to attach the generated receipt to a concerned file.

If any File is referenced/attached with the receipt then ‘Put in a File’ option will not work. For that, First
user needs to detach the referenced File.

To put up a receipt under a file, user has to perform the following steps:

  • Click the Put in a File( ) link, as a result list of files will appear, as shown in Fig.eFile.12: