practice processing and uploading

by Deanna 2. September 2009 06:54

When you're first getting started on the site, it's a good idea to practice processing forms by using the trainer ID that's been entered in the system as a dummy. From the add session screen, choose Greg, James, Matt or Deanna from the consumer dropdown list then select your form. Practice all you want till you feel like you've got the hang of it and are ready to begin uploading real info.

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Forms

uploaded word documents not showing up

by Deanna 26. August 2009 10:01

Sometimes an uploaded Word document does not instantly show up under the consumer information. If you received a confirmation that the upload successfully completed but do not see the form in the consumer's list of documents, try waiting a couple of minutes before rechecking. It's also helpful to click the "refresh" button in your browser or hit F5 on your keyboard to refresh your screen.

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MS Office | Consumers