FAQ’s

How to: Create and Manage Documents

How to Manage Documents:

1. Click Manage, then Document Master, and select the document

2 . You can update or change document details from this panel

How to Create a Document:

1. Click Manage, Document Master, select the program, and Add

2. Enter the Document name and the detailed instructions for submittal

3. Choose whether the document is internal (HSNY Only) or external (open to agency’s)

4. Select the program it applies to

5. Whether documents are mandatory or optional

6. If the document repeats you can set a recurring schedule repeating by day, week, month, or year and on which date. You can choose to have the event create a specified amount of days in advance if need.