Overview

Documents lets you manage files at the district or council level and keep track of the paperwork your units submit. This is your digital filing cabinet for compliance-related items like financial reports, tax filings, and insurance forms.

By keeping documents in one place, you can see what each unit has turned in and follow up with anyone who still owes something. It helps your group stay compliant without the stress of chasing paper.

Viewing Your Documents

1. Go to your district or council dashboard.
2. Click Documents in the sidebar.
3. The list shows each document along with its term, status, and who submitted it.
4. Click any document to open it and view the attached files.

Narrowing the list

At the top of the Documents page you have two filters to help you find what you need:

• Term — show documents from a specific term (for example, a particular school year).
• Document Type — show only one type of document.

You can use either filter on its own or both together.

Uploading a Document

To add a district or council document of your own:

1. On the Documents page, click Upload Document.
2. Choose the document type and term.
3. Attach your file and save.

These documents become part of your own records. You can also add more files to a document later from its detail page using Add Files.

Reviewing and Approving Unit Submissions

This is the part many reviewers miss, so here is how it really works. When a unit submits a document, it comes to you as a task. You approve or reject it from that task, not from the document page itself.

1. Open your Tasks (or My Tasks) list to see submissions waiting for your review.
2. Click the task for the submission you want to review.
3. Review the attached document and any details on the task.
4. Click Approve to accept it, or Reject to send it back.
5. If you reject it, add a reason in the comments so the unit knows exactly what to fix.

The unit is notified of your decision. If you rejected the submission, the unit can make corrections and submit it again.

Tip: From a document’s detail page you will see a View Activity link. That takes you to the task where the Approve and Reject buttons live.

Good to Know

• Document Type comes from templates set up at a higher level, so every unit submits the same kinds of documents in a consistent way.
• Past terms stay available — use the Term filter to look back at submissions from earlier years for auditing or reference.
• Approvals move through any review steps your group has set up, so a submission may pass through more than one reviewer before it is fully approved.

Tips

• When you reject a document, be specific in your comments about what needs to change. Clear feedback helps the unit fix it quickly the first time.
• Use the Term and Document Type filters together to zero in on a single year and a single kind of document.
• Upload your own district or council documents promptly so your filing cabinet stays organized and easy to search.