eDocument Request Process

Overview

Updated 06/25/2021

To add or modify portal eDocuments, customers can initiate a process that collects details and provides pricing details based on the complexity of the request. Visit the eDocument Pricing article for pricing details. 

Below is the process to request new eDocuments, and modifications to current eDocuments. (Please note that the admin portal, as well as either an applicant or employee portal setup for your company is required in order to use eDocuments.)

New Document

Request a document from our list of standards, or a custom document.

Standard

1. Log into the Avionté Support Center
   
   
2. Click "Submit a Ticket" at the top of Support Center.
   
   
3. Choose the I would like an update specific to my Avionte application option from the nature of your request drop-down menu.
   
   
   
   Subsequent fields become available. Fields marked with an asterisk are required. 
   
   
4. To include additional email recipients on the request, add email addresses to the "Add emails" field.
   
   
   
   
5. Enter a subject such as "Standard eDoc Request - Direct Deposit" in the Subject field.
   
   
   
   
6. Select "eDocs" from the Ticket Type drop-down menu.
   
   
   
   
7. The field will offer subsequent options based on selection. Choose subsequent menu options to refine the eDoc request.
   
   
   
   
8. Provide a free-text description of the document in the Description field.
   
   
   
   
9. If an existing document is available, drag and drop it into the Attachments area or click Add file to search the attachment in your computer's folders.
   
   
   
   
10. Click Submit at the bottom of the ticket. The ticket will be submitted to the Avionté Tech Services team and a confirmation email will be sent to you as the requester.
    
    
    
    

Custom

1. Complete an EdocRequestFormNEW spreadsheet attached to the bottom of the eDocument Request Form article.
   
   Note: If help is needed to complete the request form: the first 30 minutes of consultation by a Technical Services team member is free, and any time over the 30 minutes will be charged in 15 minute increments at the client's billable rate.
   Note: This consultation time will be charged regardless of if the client decides to continue or cancel the eDocument request. 
   
   
2. Log into the Avionté Support Center
   
   
3. Click "Submit a Ticket" at the top of Support Center.
   
   
4. Choose the I would like an update specific to my Avionte application from the nature of your request drop-down menu.
   
   
   Subsequent fields become available. Fields marked with an asterisk are required. 
   
   
5. To include additional email recipients on the request, add email addresses to the "CC" field.
   
   
   
   
6. Enter a subject such as "New [Title Here] eDoc Request" in the Subject field.
   
   
   
   
7. Select "Custom" from the Ticket Type drop-down menu. New fields will display.
   
   
   
   
8. Provide a free-text description of the document in the Description field.
   
   
   
   
9. After completing the eDocument Request Form attached to the eDocument Request Form article, drag and drop the completed form into the Attachments area, or click Add file to search the attachment in your computer's folders.
   
   
   
10. Check the "I have attached the completed eDoc request form" checkbox.
    
    
    
    
11. Click Submit. The ticket will be submitted to the Avionté Tech Services team and a confirmation email will be sent to you as the requester.
    
    
    
    
12. A Technical Services team member verifies the EdocRequestFormNEW spreadsheet.
    
    
13. A Statement of Work (SOW) will be sent to the requester. Approve the SOW per the instructions in the SOW email.

• If the SOW is not approved in 10 business days the ticket will be closed and the request canceled.
• After receiving an approved SOW, the Avionté Technical Services team will complete the work and submit the eDocument back for verification. Verify the completed work per the instructions in the verification email. 
• If client does not respond to ticket request verification in 10 business days (or less) the ticket will be automatically closed, and considered approved.

Average Turn Around Time: 5-10 Business Days (once SOW has been signed by client)

Note: A new eDocument may not be requested while client is going through the upgrade process 

Modification 

Request a document with standard formatting or a more customized presentation.

Standard 

Please follow the same process as outlined in the New > Standard request section with a note in the description of the requested modification. If it is determined that the requested change will be permanently applied to the standard, there will be no cost for this modification. However, if the change is to customize the standard to include client-specific content there will be an additional fee (see eDocument Modification Pricing below). 

Custom

1. Complete an EdocRequestFormMODIFICATION spreadsheet attached to the bottom of the eDocument Request Form article.
   
   Note: If help is needed to complete the request form: the first 30 minutes of consultation by a technical services team member is free, and any time over the 30 minutes will be charged in 15 minute increments at the client's billable rate. Note: This consultation time will be charged regardless of if the client decides to continue or cancel the eDocument request. 
   
   
2. Log into the Avionté Support Center
   
   
3. Click "Submit a Ticket" at the top of Support Center.
   
   
   
   
4. Choose the I'd like to request a new modification in Avionte from the nature of your request drop-down menu.
   
   
   
5. Subsequent fields become available. Fields marked with an asterisk are required. 
   
   
   
   
6. To include additional email recipients on the request, add email addresses to the "CC" field.
   
   
7. Enter a subject such as "New [Title Here] eDoc Request" in the Subject field.
   
   
8. Select "Custom" from the Ticket Type drop-down menu. New fields will display.
   
   
   
   
9. Complete the fields to describe the custom eDocument.
   
   
10. After completing the eDocument Request Form attached to the eDocument Request Form article, drag and drop the completed form into the Attachments area, or click Add file to search the attachment in your computer's folders.
    
    
11. Drag and drop the sample file (HTML, Word, or PDF) into the Attachments area, or click Add file to search the attachment in your computer's folders.
    • Attach highlighted changed content file (this can be a screenshot, image, Word, or PDF file)
      
      Note: This file should clearly indicate which content is being updated, and if it is not provided there is an additional fee (see eDocument Modification Pricing below)
12. Click Submit. The ticket will be submitted to the Avionté Tech Services team and a confirmation email will be sent to you as the requester.
    
    
13. The eDocument Request Form spreadsheet will be verified by a Technical Services team member.
    
    
14. A Statement of Work (SOW) will be sent to the requester. Approve the SOW per the instructions in the SOW email.

• If the SOW is not approved in 10 business days the ticket will be closed and the request canceled.
• After receiving an approved SOW, the Avionté Technical Services team will complete the work and submit the eDocument back for verification. Verify the completed work per the instructions in the verification email. 
• If client does not respond to ticket request verification in 10 business days (or less) the ticket will be automatically closed, and considered approved.

Note: If there are any input field changes a new version of the eDocument will be created, and the old version renamed.

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