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.
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
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
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
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.