How to Submit Documentation

Submitting documents? Use this helpful guide!

Select one way to submit (below) How do I do that? How do I know my document was
received and processed?
1. Upload it myself Using the full web version:
  1. Log in to your account
  2. Choose My Documents on the left menu
  3. Choose Upload/View Documents for Myself

Using the mobile version:
  1. Log in
  2. Choose My Documents
  3. Choose Upload New Document
When you successfully upload you get a pop up and then an email telling you the document has been received by the system.

You get another email when the document has been reviewed (verified, denied or identifying we need something else from you to process the document).

If a document is denied, the email will tell you why.

You can view your documents and status at any time in My Documents >> Upload/View Documents for Myself.

To see how verified items are coded to your account, go to My Tools and Settings -- My Education and Training Report.
2. Admin / MSA Access user: upload for confirmed staff You may upload documents to any confirmed staff member by going to My Documents on the left menu and then Upload/View Documents for My Staff

Note: Upload Multiple Attendee Training Submission (MATS) forms to your PROGRAM files (Log in > Program Administration > Program File Manager), not your personal files.
Correspondence goes to the account holder, not to you.

You can view documents and status of confirmed staff at any time in My Documents > Upload/View Documents for My Staff.

To see how verified items are coded to staff accounts, go to Program Administration > Education and Training Reports.
Once documents are uploaded to your account you can view your documents after you log in under Document Management.

You can view completions coded to your account under My Tools and Settings - My Education and Training Report.

For a list of what to send and guidance, click here. To view this information in Spanish, click here.