View & Manage Document Status on Roster

The Document Status column on the session roster allows staff to view participants who have completed or are missing requested documents. Staff with the appropriate permissions can also upload documents via this screen for users.

Important Note:

Document Management is a paid feature. For more information, please contact Support or your Customer Success Manager.

Instructions

1. Navigate to Activities, then to Activity List

   

2. Expand the activity

3. Click View on the desired session

4. View the Document Status column of the roster

   • Red Missing Icon: Indicates that not all required documents have been uploaded

     Note:

     Registered account holders will receive a reminder email to upload required documents 3 days before the Days in Advance setting configured at the Activity level; if Days in Advance is not configured, then the reminder email will be sent 3 days before the session start date

   • Yellow Missing Icon: Required documents are uploaded, but the optional documents are missing

   • Green Completed Icon: All required and optional documents are uploaded

5. Click on a status to see additional details or upload

6. View the Document Status information for the participant

   • Document Type: This column will list the type of document needed

   • Security Level: A lock icon will display for secure document types

   • Status: Missing documents will say File Not Uploaded, uploaded documents will list the date and time of upload along with a link to the file

   • Actions: Choose to upload or remove a file

     Note:

     Only staff with the assigned permissions will be able to view or remove secure documents.

7. Click Close to exit

8. The Document Status column will automatically update with any changes

9. If needed, you can use the Pin Participant tool to prevent users from being auto-removed if they miss the cut-off date for uploading a document

Resources

• Add a Document Type to an Activity

• Manage Permissions for Document Types

• Manage Session Documents on Public View

• Pin a Participant to a Roster