Forum topic

The document management section works great!  It does require someone with System Administration access to set up the original "containers/folders" for the documents.  Here are the instructions in GNECsis for setting them up.  Please let me know if you need additional help.

https://genesis.nts.edu/nazsis/docs/GNECDMSystem.pdf

Dana

Recap from Emails:

Hi Dana,

Stephen set up the folder/containers but when I choose connect on the financial aid requirement exit counseling I get a page that has document but the dropdown menu does not have anything in it.  Do I need to create something on my side?

The online instructions does not address this.

Thank you,

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You must upload your documents first in the document section, and then once you have uploaded your documents, you can choose to connect that document to a requirement by clicking connect.  If when you click connect nothing shows, that means you have no documents attached to this individual in the document section.

I just put up the fix to add permissions to Financial Aid > Student > Documents.  Please log out and back in, and you should see the document section in Financial Aid > Students.  If you wish to add the documents section to Prospect in Financial Aid, please submit a specific request for that and we can get it on this list.

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