ASSOCIATES DOCUMENTS TAB

The Associates Documents Tab allows you to upload documents electronically into the Associate file as well as add Forms.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for View Associates.

DOCUMENTS (Top)

UPLOAD DOCUMENT (Top)

To upload a document to the associates file, click on "Upload Document".

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Add/Upload Associate Documents.

Enter the required information and click either "Upload/Close" or if you need to add more documents, click on "Upload/Add More". When uploading documents to an Associate file, the Document Type will default to “Other” and the Document Status will default to “No action required” if they are set up in the appropriate tables.

NOTE: For Careficient Agency Administrators, click here to learn more about setting up Document Type and Document Status Type in the lookup tables.

Once the file is uploaded, you can view it by clicking on the link under "Document Description".

DELETE DOCUMENT (Top)

To delete the uploaded document, click on the "Trash Can".

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Delete Associate Documents.

You can filter by Document Type

When you click on the drop down for document type you are presented with options for the document types that you have uploaded.

SET DEFAULTS (Top)

Set Defaults allows you to establish a set of filters for specific documents you want to always display each time you access the “Documents” tab. You can set your defaults when viewing the Documents Tab by clicking on "Set Defaults".

Choose the document types you want to be your default and click "Save". The type(s) of documents you set up as your defaults will always display each time you access the Docs tab).

To remove the defaults, click on "Clear Defaults" check box.

DOWNLOAD/PRINT SELECTED DOCUMENTS (Top)

You can also choose files to download to your system. Check boxes that let you select one or multiple documents you want to download/share/print from your local PC.

Click on the "Download/Print Selected Document(s)" Link to download/share/print documents you select.

NOTE: Once you select the documents that you want to download and click on "Download/Print Selected Document(s)", the system will generate a zip file and the documents you selected will be found in the zip file. Once you download the documents, you can select each document and print using the application that you used to open the document, you can select the files to share with others (typically through encrypted emails) and save them as a master set of records for the associate.

FORMS (Top)

ADD FORM (Top)

To add a form to the associates file, click on "Add Form".

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Add Associate Forms.

Choose the type of form you are wanting to fill out and click "Continue".

You can navigate throughout the form from once section to another by clicking the drop down to the right of "Navigate To".

You have the option to "Save/Continue" if you want to save your information at different time intervals.

You can "Save/Close" the file if you need to do something else but are not finished with the form.

When the form is completed, click on "Complete".

Fill out the information within the specific form.

When you are ready to sign the form, click on "Apply Signatures". This will allow you to sign the form.

Click on "Representative Signature" to add your signature. To learn more about signing orders click here Associate Signature Application .

EDIT FORMS (Top)

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Edit Associate Forms, or Edit Completed Associate Forms.

To print the form, click on the "Printer" icon.

DELETE FORMS (Top)

To delete the associate form, click on the "Trash Can" icon.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Delete Associate Forms, or Delete Completed Associate Forms.

To sort the forms by type, click on the drop down under "Type".

DOCUMENT DEFAULTS (Top)

NOTE: For Careficient Agency Administrators, when uploading documents to an Associate file, the Document Type will default to “Other” and the Document Status will default to “No action required” if they are set up in the appropriate tables. If you want to use this feature, you need to make sure the tables have these 2 items set up. To verify/add these items to your tables, use the following path:

Document Status Type

Settings menu > Lookup Tables option > General Support Tables > Document Status Type > Select the Add Document Status Type link

Enter a code that has not previously been used (up to 4 digits)
Enter the following description: No action needed (description must be exact, including capital letters)
Enter a “start” date
Select the Add button

Document Type

Settings menu > Lookup Tables > General Support Tables > Document Type > Select the Add Document link

Enter the following description: Other (description must be exact, including capital letters)
Select “Associate” from the Module dropdown list
Enter a “start” date
Select the Add button

If this information already exists in your table, verify that the description is correct and is exactly as described above, including capital letters. If it is not, select the “edit” icon, make the appropriate corrections and save the information.

NOTE: If you are using the “defaults” feature, you will still be able to change the document type and document status to other options available from the dropdown lists.