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Manage Documents in Participant Profile

Learn to How to Manage Documents for Participants.

Alexander Richards avatar
Written by Alexander Richards
Updated over 3 months ago

Step-by-Step Instructions

Open Documents Modal Window

Steps:

  1. Click on "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click Customer Name to open Customer Profile

  4. Click on Participant Name

  5. Click "View All" Button under "Documents" to open Documents Modal Window


On-Demand (Manual) Document Creation and Assignment

Steps:

  1. In "Documents" Modal Window:

    1. Click "+ New Document" Button (Upper-Right Corner)

    2. Select Template from Dropdown

    3. Click "Add" Button


Add Files to Participant

Steps:

  1. In "Documents" Modal Window:

    1. Find Attached Files Section

    2. Click "+ Add File" Button

    3. Select File from Computer

    4. Click "Open" Button


Submit Documents for Participants

Steps:

  1. In "Documents" Modal Window:

    1. Find Requires Action Section

    2. Find Document

    3. Click More Options Button (Three Dots)

    4. Click "Upload File/Photo(s)" Button

    5. Click "Browse Files" Button

    6. Select File From Computer

    7. Click "Open" Button

    8. Click "Sign Document" Button


Mark Documents Signed

Steps:

  1. In "Documents" Modal Window:

    1. Find Requires Action Section

    2. Find Document

    3. Click More Options Button (Three Dots)

    4. Click "Marked Signed" Button

πŸ”” Reminder

Only Custom Documents can be "Marked Signed." Digital Documents cannot be "Marked Signed."


Access Signed Documents

Steps:

  1. In "Documents" Modal Window:

    1. Find Signed Documents Section

    2. Find Document

    3. Option 1:

      1. Click on Document Name

    4. Option 2:

      1. Click More Options Button (Three Dots)

      2. Click "View" Button


Delete Document Request

Steps:

  1. In "Documents" Modal Window:

    1. Find Requires Action Section

    2. Find Document

    3. Click More Options Button (Thee Dots)

    4. Click "Delete" Button


Mark Signed Documents Expired

Steps:

  1. In "Documents" Modal Window:

    1. Find Signed Documents Section

    2. Find Document

    3. Click More Options Button (Three Dots)

    4. Click "Mark Expired" Button

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