Some Documents can be considered "Required" for a Record to be "Complete." Required or Missing Documents show up in some reports and can be used in workflow to determine how to process a Record.


You will see a "Required" button in the viewer screen whether there are any requirements for your Record or not. It is up to the System Admin to configure any requirements. 



Click the "Required" button to bring up the "Required Documents" panel. This panel will show the status of all the required Documents in the current Record. Any that are missing are shown in the top section that is highlighted in Red. Any that are completed (not missing) are shown in the bottom section that is highlighted in Green. 





You can use this panel to attached Documents in order to fulfill the Document requirements for tihs Record. 



Uploading Documents


You can use the UPLOAD button to upload a document from your computer or mobile device. You can also drag and drop documents from your computer directly onto the document marker to upload a document.



Scanning Documents 

If you are using a Windows computer, you can use the SCAN button to scan documents using a TWAIN-compatible scanner. 



Once you have uploaded or scanned a Document, that Document is marked as "Completed" in the Record. 



Required E-forms

Some requirements are for a specific form rather than a file you upload. Those rows show the form's name and an E-form button instead of the upload and scan buttons. Click the row to open the form and fill it in. Only that form satisfies the requirement, so uploading a file with a matching name will not clear it.


A saved form is not a finished form

Forms save as you work on them, so having started a form is not the same as having completed it. A required form counts as done only once it has been marked complete. Depending on how your System Admin set it up, that happens when you tick a completion checkbox on the form itself, when you press the form's Submit button rather than just saving, or when someone updates a field on the Record — an approval status, for example. The row tells you which one it is waiting on.


Reading the panel

Missing requirements use two markers. A red marker means nothing has been supplied yet. An amber marker means something is already there — usually a form you started and saved — but it is not finished, so the requirement stays in the Missing section until it is. Clicking an amber row opens what you already have rather than starting over, so you can pick up where you left off.


Where a field on the Record decides whether a form counts as complete, the row names that field, so you can see what is being waited on. In that case, finishing the form is not enough on its own — the field has to be set as well, and it may be someone else's job to set it.

Until a requirement is complete it counts as missing everywhere else in the system too, including the reports your System Admin runs and any workflow that waits on required documents.