Overview

Documents lets you manage files at the district or council level and review document submissions from your child units. This is where you track compliance-related filings, approve or reject submissions, and maintain your own district or council documents.

By centralizing document management, you can ensure that every unit has submitted the required paperwork and quickly follow up with those that have not.

How to Manage and Review Documents

1. Navigate to your district or council dashboard.
2. Click Documents in the sidebar navigation.
3. To upload a district or council document, click Upload and select the file from your computer.
4. To review unit submissions, browse the document list to see submissions from child entities.
5. Click on a submitted document to review its contents.
6. Choose to Approve or Reject the submission. If rejecting, add a comment explaining what needs to be corrected.
7. The unit will be notified of your decision and can resubmit if needed.

Additional Features

• Track document status across all child entities — see which units have submitted, which are pending review, and which have not yet submitted
• Approve or reject submitted documents with comments
• Upload district/council-level documents for your own record-keeping or to share with units
• Document templates — units submit documents based on templates defined at higher levels, ensuring consistency
• Historical records — access documents from previous terms for auditing and reference

Tips

• Regularly check the document status overview to identify units that are missing required submissions and send reminders via Messaging.
• When rejecting a document, be specific in your comments about what needs to change so the unit can correct and resubmit quickly.
• Use the status filters to focus on documents that are pending review so you can process approvals efficiently.
• Keep your own district or council documents organized by uploading them promptly — these serve as your digital filing cabinet.