In the Documents module, you will notice that entries are classified by 5 primary labels with a slightly different UI each.

Document Tabs

1. All Documents

   1. This is what you will see when you first enter the module, which shows every document in the database.

   2. From here, you can send reminders for Pending Documents or Download selected documents either One by One or Merge them all into one file.
      

      

2. Drafts

   1. Drafts shows documents that have not been sent out yet. From this tab, you can select multiple documents to send out at the same time for your convenience and download documents as per usual.
      

      

   2. Opening any documents from here allows you to either save any fields you may have filled in or save and send to the respective party.

3. Received Documents

   1. Here is where documents that have been filled out and returned to you will appear. You may also download multiple documents from this tab.

   2. Click on any document hyperlink to open them. You will be able to either accept or reject these, where accepting will give you the option to save it to that group’s records and rejecting will send it back to them to make the necessary adjustments. See Receiving and Accepting Family Documents for more information.

4. Received Without Owner

   1. This classification will not happen very often, but these are documents that have been received with no one assigned to them. This can occur for example if a parent or provider sends an additional document that was not requested. This has the same options as the Received interface, where you will again be able to accept or reject as appropriate.

5. Pending Documents

   1. Here is where you can find all of the sent documents that require a response that has not been received. You have the option to send a reminder to the relevant party either through email or SMS. This has the same options as the All interface.