LEARN

  • How to annotate the Word document with instructional arrows and notes

  • How to upload a completed document back to the web portal

NOTE:  If you make changes to the Word document such as correcting misspellings, these changes will not be reflected in the data base unless you go back in and make the changes manually.  The proper way to hand edits and modifications of data is to first make the changes in the database, then generate the word document.

Video Timeline

  • 0:05  Instructional arrows for annotation

  • 0:40  Deleting arrows and extra rows

  • 1:08   Saving the file:  NOTE:  the file name must be saved as the same name it was created in order for it to match the record number

  • 1:35   Uploading report to the web portal

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