Users can view and add documents on the account level when Document Management is enabled. This account action will allow users to view the document status, create a document, upload missing documents, and remove existing documents.
Article Navigation
- View Document Status Instructions
- Upload a Document Instructions
- Upload Missing Documents Instructions
- Remove Existing Documents Instructions
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View Document Status
- Log into Recreation Management
- Use your account menu to select My Account
- Under Account Actions select Document View/Upload
- View Document Status
Note: If you delete a document not connected to any Activities or Facilities, the corresponding rows will be removed. However, if the document is connected to an Activity or Facility, the rows will remain, but the Document Status column will show Missing.
Upload a Document
- Follow Instructions 1 to 4 on View Document Status
- Click the +Create Document button
- Fill out the New Document Fields
- User: Select the user on the Account you want to upload the new document for.
- Document Type: Select the Document Type that you are uploading.
- File/Browse: Click Browse to add the document from your computer.
- Click the Save Document Button
- Your new Document will appear on the view Documents Status Page.
Upload Missing Document
- Follow Instructions 1 to 4 on View Document Status
- On the Document with the status Missing click the upload icon under the Tools column
- Click Browse on the Upload a document page
- Select your document and Click Open
- Click the Save Document button
- Your new Document will appear on the view Documents Status Page as Uploaded.
Delete Existing Document
- Follow Instructions 1 to 4 on View Document Status
- On the Document you wish to delete click the x icon under the Tools column
- Click the OK button on the confirmation pop-up
- If your document was not attached to any Sessions or Facilities it will be removed from the View Documents Status Page. If it was attached to any Sessions or Facilities it will update the status to Missing.
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