Article: Directory Entities Document Upload

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Directory Entities Document Upload
Member Types:

The Directory system allows you to create and manage non-ACEMAPP entities specific to your organization. Once you add a Directory Entity, you can upload documents specific to that Entity. Once you add a Directory Entity and connect a Member to the Entity, you can upload documents specific to the member and entity connection.

Upload Directory Entity Documents

Step 1:

Click on the "Directory" button from your home screen, then click "Entities" to open the Directory Entity table.
User home page highlighting Directory dropdown and Entities button.

Step 2:

Locate the Entity to which you would like to upload a document. Once you find the Entity listed, click the "Entity Partnership Documents" button in the Actions column.

Directory Entities table highlighting partnership Documents button.

Step 3:

Click on the "Add Partnership Document" button.
Partnership document table highlighting Add Partnership Document button.

Step 4:

Select the "Document Type" and the "Program."

Select "Browse" to upload a Primary File document. If the document expires, change the toggle to "Yes" and enter the expiration date.

After you select the document and enter the appropriate information, click "Save."
Add document form highlighting Document Type, Select Program, Browser button, and Save button.

Upload Directory Entity Member Documents

If you manage directory members and have shared a directory member with a directory entity, you can upload a document specific to the member and Entity.

Step 1:

Click on the "Directory" button from your home screen, then click "Entities" to open the Directory Entity table.

User home page highlighting Directory dropdown and Entity button.

Step 2:

Locate the entity to which the member has a connection. Once you find the Entity, click the "Entity Member Documents" button in the Actions column.

Directory Entities table highlighting Member documents button.

Step 3:

Click the "Add Document" button.

Member Documents table highlighting Add Document button.

Step 4:

Select the "Member"and "Document Type."

Select "Browse" to upload a Primary File document. If the document expires, change the toggle to "Yes" and enter the expiration date.

After you select the document and enter the appropriate information, click "Save."

Add document form highlighting Members selector, Document Type selector, Browser files button and Save button.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

The connection between Entities in ACEMAPP.

An active Partnership between two entities is needed to create a rotation in ACEMAPP.

The connection between Entities in ACEMAPP.

An active Partnership between two entities is needed to create a rotation in ACEMAPP.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

An Entity is a School, Clinical Site, High School, Company, etc.

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