Upload and Manage Documents
Review documents sent from templates
Open Documents to browse the school’s document list, or open a member’s Documents tab to see their records. Use the status filters to find documents awaiting a member signature or staff witness signature. Open a record to review its status and available actions.
Use the record’s Preview or download control when a file is available. For an uploaded document, downloading retrieves the original upload; it does not convert a Word document or image into a signed PDF. A completed signing process can also provide a Certificate of Completion when one has been generated.
Staff need View Documents to review and download records, and Manage Documents to upload or change them. Document files share the school’s storage allowance with other uploaded files.

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