SameGoal Special Programs

Mark Documents Complete

Support > Online Guides > User Guide > Mark Documents Complete

Documents for which all information has been entered and the meeting (if any) has been completed should be marked complete in the program.

Mark a document complete link

To mark a document complete:

  1. Visit Caseload or All to find the document(s) you wish to complete.
  2. Check the document(s) you wish to complete.
  3. Locate the Actions menu button along the top. Select Complete from the menu.
  4. A lock icon will appear next to the document(s) which have been completed. This indicates the document is locked from editing (read-only).