Background Information:
Process Name: |
View Documents |
Role: |
Internal Staff |
Objective(s): |
To view incoming documents in the SUITS internal staff portal. |
Before you begin: |
A staff member must have login information and the role required to view incoming documents in SUITS. |
What happens next: |
SUITS internal users will be able to view files of incoming documents. These files may come in a variety of file types, including PDF, XLSX, or DOCX. |
How to do it:
# |
User Action |
System Response |
Notes |
1. |
Log in to the Staff Portal. |
SUITS displays the Staff Portal Home screen. |
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2. |
Click the Document Management main menu item from the left side panel. |
SUITS displays the Document Management Maintenance screen. |
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3. |
Click the Document Search hyperlink. |
SUITS displays the Document Tracking Lookup screen. |
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4. |
Enter search criteria. |
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5. |
Click the Search button. |
SUITS displays the search results in the search results panel. |
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6. |
Click the hyperlink of the correspondence to open in the Document Name column. |
SUITS displays the document as the file type that it was uploaded as. |
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