Viewing Documents

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To access the Documents Manager place your mouse over the Administration tab at the top of your screen.

1. To View a document, search using the following parameters.
2. Click on Drop_down_arrow to select the Document Type: from the list. If you select Group or Marketplace Business, an additional selection box displays for you to select the group or business.

Document_Type

3. In the Filters: section click on Drop_down_arrow to select the folder the document is in.

Folder_List

4. You have several options to search the for the document, you can search by Starts With, Ends With or Contains, click on Drop_down_arrow to select from the list.
5. Type in any or all of the document name in the Document Name: text box.

Doc_Name

6. Click on the Search button to display the results. If no results display, try broadening your search criteria.

Search_Button_Big

7. Click to highlight the document in the list.
8. Click on the View button.

View_Button

9. The File Download dialog box opens.

File_Download

10. Click on the Open button to open a copy of the file to view the contents.
11. Click on the Save button to open the Save As dialog box. Navigate to a location on your computer. Click the Save button to save the file.
12. Click on the Cancel button to close the dialog box without taking any action.