View Documents

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.

 

2. 

Click the Document Management main menu item from the left side panel.

SUITS displays the Document Management Maintenance screen.

 

3. 

Click the Document Search hyperlink.

SUITS displays the Document Tracking Lookup screen.

 

4. 

Enter search criteria.

 

 

5. 

Click the Search button.

SUITS displays the search results in the search results panel.

 

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.