Manage Your Documents

Overview

Your site may not include this optional feature.

The optional Document Manage module allows individuals, and staff on their behalf, to upload, scan, tag, view, and delete electronic copies of supporting documents needed to verify information you provide, for example, a birth certificate or Social Security card.

Documents Tab

Documents Tab

Where to Find This Feature

  • Top menu bar > Documents icon > My Documents button

  • Left navigation menu > Document Management group > View My Documents link

  • Header bar > Profile icon > Personal Profile > Documents tab

Steps to Manage Documents

From the Documents tab, you can perform the following actions:

To...

Do This:

Upload a Document

Select the Upload a Document link at the bottom of the page. See Upload a Document for details.

Scan a Document

You must have a TWAIN-compliant scanning device connected to your computer. Select the Scan a Document link at the bottom of the page. See Scan a Document for details.
Find a Document

Select the Show Filter Options (Showing all records) link above the table. The Document Filters section expands.

By entering criteria, you can customize the list to only show documents that:

  • Were tagged with certain values when they were uploaded or scanned

  • Have a specific class association

  • Have a specific expiration status

  • Were created, modified, received, and/or expired within specific date ranges

To apply the filters, select the Filter link; to cancel, select the Reset Filter link.

  • You can further customize your results by selecting any of the column heading links to sort all displayed records by that field value. Select the column again to reverse the order.

  • You can also jump to a specific results page and change the number of table rows displayed per page by using the arrows below the table.
View a Document

Select the View link in the Action column and the attached document displays. All supported file types can be viewed. Word processing or spreadsheet files (e.g., .DOCX, or .XLS) are best viewed or edited by downloading and opening them using the related software on your device.
Download a Document From the View Document page, select the Download Document link at the bottom of the page to save a copy of the document to your local drive.
Edit a Document Select the Meta Data link in the Action column. The View Document page displays. You can edit the document information, including the description, name, and keyword tags for searches. You can also view the document history, such as when the document was created and edited.
Delete a Document Select the Delete link in the Action column. A pop-up window requires you to confirm the deletion. Select Yes to remove the document from the Documents tab.