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Creating and Managing Summary PDFs in Process Folders

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1. Select the name of the Process Folder that you would like to add a Summary PDF to

Select the name of the Process Folder that you would like to add a Summary PDF to

2. Select + Attach PDF in the top right corner of the page

Select + Attach PDF in the top right corner of the page

3. Select Summary PDF

Select Summary PDF

4. Edit the name of this Summary PDF. The Title Format will be filled in based on the designated Incident Type.

For more information about Process Folder Types, click here.

Edit the name of this Summary PDF. The Title Format will be filled in based on the designated Incident Type.

5. Select Location

Select Location

6. Select the Location where you would like to save this Summary PDF

Select the Location where you would like to save this Summary PDF

7. Select + Add PDF File

Select + Add PDF File

8. Select a file from your upload menu

Select a file from your upload menu

9. Optional: Use the Status and Comment Fields to update the Folder Status

Optional: Use the Status and Comment Fields to update the Folder Status

10. Select Attach

Select Attach

11. Notice that if you used the Status or Comment Field(s), the update will be shown in the Status Timeline.

Notice that if you used the Status or Comment Field(s), the update will be shown in the Status Timeline.

12. Select View History next to the Summary PDF to see the history of Summary PDFs and view the Document(s)

Select View History next to the Summary PDF to see the history of Summary PDFs and view the Document(s)

13. Every uploaded Summary PDF will be stored in the folder and is accessible from this window.

Every uploaded Summary PDF will be stored in the folder and is accessible from this window.

14. If you would like to add a signature to this Summary PDF, you can select the Add Signature button in the bottom right corner of the window

If you would like to add a signature to this Summary PDF, you can select the Add Signature button in the bottom right corner of the window

15. On this screen you can sign by holding down your mouse OR

On this screen you can sign by holding down your mouse OR

16. Select Text to insert cursive text of your Name

Select Text to insert cursive text of your Name

17. Select Save

Select Save

18. Notice that the Signature is applied with an automatic Date and Time stamp

Notice that the Signature is applied wioth an automatic Date and Time stamp

Interactive Walkthrough:

 

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