How to Use WPS Transfer Records on Windows

Use Transfer Records with 5 how-to topics, including opening it from the Windows taskbar and from the WPS Office home page. Choose a topic from the How-to Index and follow the entry path and steps.

How-to Index

How-to Guide

1. Open Transfer Records from the Windows taskbar

Entry path: Windows taskbar → WPS Cloud icon → Transfer Details

1. Find the WPS Cloud icon in the lower-right area of the Windows taskbar.
2. Right-click the icon to open the WPS Cloud tray panel.
3. Click Transfer Details.
4. When the transfer assistant window opens, review the current transfer records.

Success Criteria

• Interface result: The transfer assistant window opens successfully.
• What you can do next: You can review upload status, download status, and history.

Tips While Using

• Common mistake: If the taskbar icon is hidden, expand the hidden icons area first.
• Environment note: The WPS Cloud tray icon needs to be available in the Windows notification area.

2. Open Transfer Records from the WPS Office home page

Entry path: WPS Office home page → top right → Transfer Records

1. Open WPS Office and go to the home page.
2. Find the Transfer Records button at the top right.
3. Click the button to open the transfer assistant window.

Success Criteria

• Interface result: The transfer assistant window opens from the home page.
• What you can do next: You can continue reviewing transfer task details.

Tips While Using

• Common mistake: Make sure you are on the WPS Office home page instead of inside a single document editing window.

3. Check transfer progress and task status

Entry path: Transfer assistant window

1. Open the transfer assistant from the taskbar or the home page.
2. Review the upload or download status shown for each record.
3. Use the list information to confirm whether a task is in progress, completed, or failed.
4. If needed, continue checking the detailed status for the related record.

Success Criteria

• Interface result: Different task statuses are visible in the list.
• What you can do next: You can continue locating failed tasks or reviewing history.

Tips While Using

• Common mistake: Do not rely only on the file title. Check the status information together with the record.
• Environment note: Online transfer status updates usually depend on network connectivity.

4. Resolve a file name conflict and retry upload

Entry path: Transfer assistant window → More button next to the related record

1. In the transfer assistant, find the record that shows a file name conflict.
2. Resolve the duplicate file name issue first.
3. Click the More button next to that record.
4. Select the retry upload action to submit the task again.

Success Criteria

• Interface result: The conflicted record enters a new processing or upload state.
• What you can do next: You can continue watching whether the upload finishes successfully.

Tips While Using

• Common mistake: Retrying before resolving the duplicate file issue may trigger the same conflict again.
• Environment note: The cloud-side file state needs to allow the upload to be retried.

5. Retry failed tasks in bulk and filter records

Entry path: Top area of the transfer assistant window

1. Open the transfer assistant window.
2. Click Retry All at the top to retry all failed tasks in one action.
3. If you only want to view certain task states, use the filter control at the top to filter transfer records by status.
4. Continue handling the related tasks based on the filtered results.

Success Criteria

• Interface result: Failed tasks begin retrying, or the list is filtered by the selected status.
• What you can do next: You can continue tracking retry results or handling a specific failed record.

Tips While Using

• Common mistake: Check your network status before retrying all tasks to avoid repeated failures.
• Environment note: Filtering only changes the current view and does not change the task state itself.