Agency Documents

Overview

Updated 07/07/2021
 
The Documents item of the Agency section allows you to attach documents to the Agency's profile. 

 
Note: With the exception of ".exe" and ".dll," most document file types may be uploaded to Avionté Documents pages.
 
 

Upload a New Document

  1. Click the drop-down menu of the bottom-most cell of Type column.
    Note: The options in this drop-down will be set by your site administrator.

  2. Select a document type from the menu.

  3. Click the Upload button.

  4. Select a document from the computer's folders.

  5. Click Open.

  6. Once the document has been uploaded, the file name will be displayed in the File Name column.

  7. Click the Open icon to display the document. This will open the document in a new window.

  8. If email integration has been setup for Avionté you can email the document by clicking the Email icon.

  9. Any special messages regarding the document can be entered into the appropriate cell of the Note column.

  10. Enter the date the document is set expire by selecting a date from the date picker in the corresponding cell of the Expiration Date column.

  11. The cells in the Date Entered column will auto-populate the date the document was put into the system.

  12. The cells in the Entered By column will auto-populate the name of the user who entered the document into the system.
 

Replace an Existing Document

  1. Select the unwanted document from the grid.

  2. Click the Upload button. A confirmation window will open up.

  3. Click Yes indicating your intent to replace the file.

  4. Search for and select the new document.

  5. Click Open to select the new document.

  6. Tab off the field to save the document change.

 

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