Paperwork Review Process

Paperwork Manager

Regardless if you are collecting ISEF forms or other files, paperwork manager will greatly simplify your review process.

Review

Reviewing files can be a big job, we can help you by simplifying and organizing it.

Notes

• Entries with files needing to be review are at the top of the list
• Green means Done
• Yellow means Pending
• Red means Needs Work
• Blue means New Upload

Review a file

1. Click on a file icon
2. Review file
3. If you need to sign the file click "Sign Form"
   • you can place your signature, the date, your name, or a check box anywhere on the form
   • Press "Submit" to save your signature. (this can take a minute to process)
4. Leave comments. Note these comments can be viewed by participants
5. Click on "Review Status" and set your new status
6. Click "Submit Review"
7. You can click "Close" to exit the review.

Setup

Setup the files that your participants will be able to upload. In the list of files you can click on a file to make changes, required files are also listed in bold.

Add File

You want to add another file for your participants to upload, follow these steps.

1. Click "Add New File Type" button
2. Fill out the form
   1. Name - name of the file
   2. Blank File - this is the file template, click the globe icon to select/upload a file template
   3. ISEF File Type - if you want this file to follow the rules of a given ISEF form
   4. Description - tell your participants about this file
3. Once you are done making changes, click "Save"

ISEF Setup

Click the button "Clear & Setup ISEF files", and that will setup all of the ISEF files you need.

Need to make a few changes, no worries you can. Select the file you wish to change or remove and you will be able to make your changes. You can also add additional files if you would like.