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.

directions_walk Steps

  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).

assignment_turned_in Try it out

  1. Mark an incomplete document that passes all validation checks as as complete.


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