Documents

The “Documents” tab on the household overview page, houses a list of previous correspondence generated for the household.

This information helps to ensure that, for example, a re-certification letter is not sent unnecessarily. Clicking the name of the letter template will download an exact copy of the letter the household was sent.

To Access this page:

Home Dashboard > Search button (type and select the household you wish to interact with) > Documents Tab.

Documents:

1. Search Bar: Here you can search through all of the household’s previous documents.
2. Upload a Document: This option allows you to upload a document from your computer to your Documents Tab.
3. Add Description: This option allows you to add a description for your document after you have uploaded it.
4. Email Function: This option allows you to send the selected document to the household’s primary email account. (This will only work if the household has at least one associated email account).
5. Delete Function: This trashcan function allows you to delete documents from your Documents Tab.