What's Inside
 
 

Upload a document

Also see:

Documents Required by My Partners

My Document Library

PDFs vs. Scanned Images:  We recommend scanning your documents to PDF output if your scanner includes that option.

ReposiTrak includes the ability to search document contents for key phrases and amounts. However, this feature is reduced when documents are scanned as images, such as .jpg or .gif.

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Quick Reference

Upload a Required Document

Follow these steps to upload a required document to your ReposiTrak library.

  1. From the Compliance Center tab, click Become Compliant.

Or go to either of the following:

Compliance Center tab > Add Document (skip to step 4)

Manage Documents tab > Setup/Manage > Documents Required by My Partners

  1. Click the document's Action menu.

  1. Choose Add Document or Add New Version if you will replace a document.  

Note: If the Status is Specs not met, follow the prompts to add a new version or update the document's Attribute values.

  1. Enter or select the Document Effective Date.

This is the date the agreement, policy or certificate became effective.

  1. Enter a document Version number. Versions must be numeric (no letters or symbols) and can include decimals. For example, enter 1.0 if this is the first time you've uploaded this document.

If this is an existing document, you can accept or override the suggested default.

  1. If this document type includes Document Audit Attributes, such as minimum or maximum coverage amounts, the screen includes that section.

Enter amounts from your document without currency symbols or commas. Enter dates as mm/dd/yyyy.

For example, an Insurance requirement may include a field for the Personal Liability value. If the value is $1,000,000 enter it as 1000000.  Mouse over the rt_question_mark.png for a description of the attribute.

Note: To upload a document without providing a value, check Won't Provide beside the Audit Attribute.  The document will remain out of compliance until you return to add the Attribute value later. You may want to Add a Note from the Action menu.

  1. Based on your browser, click Browse, Choose File or similar and select the file.
  1. Click Upload Document.

Automatic scanning for valuesscanning.png

Some document types include automatic scanning to determine values.  If so, you will see a confirmation screen with Scanned Values and Confidence percentages.  

  1. If a Scanned Value is incorrect, you may enter the correct value in the Confirmed Value field.  

  2. Click Confirm to complete the upload.

Note:  If uploading a new Version, you can select from previously submitted "Pending" documents.  

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