6.1.3.2. Managing your Documents

All of the documents that exist in your Assessments Document Repository will be listed in the excel spreadsheet. You will have the ability to manage existing documents as well as adding new documents (without an attachment) in your Repository.

!Please note that when importing as the Subscriber the Assessment must be with the Subscriber and if importing as an Assessor then the Assessment must be with the Assessor.

1. From the spreadsheet, click on the ‘Documents’ sheet to manage your documents existing in your Assessments Document Repository as well as adding new documents to your Repository when importing.
2. Column B is where you input the name of the document. You may also update any of the document names that are currently listed. Deleting a document, requires deleting the entire row.
3. Column C is where you input a description of the document. You may also update any of the descriptions that are currently listed.
4. Column D is where you select if the document should be added to the Subscriber tab or Assessor tab in your Repository.