Uploading a User Checklist Document
To upload a document (such as an agreement):
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In the Admin tab, select the User List hyperlink.
The system displays the Manage Users page.
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Use the Filter By search fields to find the user whose details you want to review or update.
For example, select Last Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.
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Select Go.
The system displays an updated Manage Users page with a list of records that match the search criteria you entered.
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Select the Name hyperlink for the user whose details you want to review or update.
The system displays the User Details page.
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From the Show drop-down, select Check List.
The system displays the User Checklist page.
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Select the CheckList Id hyperlink for the checklist item you want to view.
The system displays the Update user check list status page.
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Select the Upload Document button.
The system displays the Attachment dialog box.
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Select the Browse button.
The system displays the Open dialog box.
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Browse to the file you want to upload and select Open.
The system displays the file in the Attachment dialog box.
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Select OK.
The system displays the file in the Update user check list status page.
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Select OK to return to the User Checklist page.
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Select Close to return to the User Details page.
Related Topics
Viewing or Modifying an Associated Profile
Approving or Rejecting an Associated Profile
Updating the Business Status of a User Checklist
Adding or Deleting an Organization Unit Association with a User
Adding or Deleting Restricting Claimant Associations with a User