Documents Management

Process:

This page displays the Active Documents. There are options to view the Inactive documents, purge the inactive documents, perform a search, export data and upload new documents.  

VIEW/EDIT

Locate the document, click Edit and a new page opens the document details.

ADD

Click  +Upload New Document  complete the fields and click Add File then click   Save   and a message displays The record was saved successfully.

DEACTIVATE

Locate the document and click Edit and a new page opens the document detail. Click Deactivate and the system prompts Are you sure you wish to deactivate this document? Click   Cancel   to return or   Deactivate   to continue and a message displays The record has been deactivated successfully.