Policy Documents - Revision history

WikiAdmin at 00:14, 6 March 2025

2025-03-06T00:14:30Z

← Older revision		Revision as of 17:14, 5 March 2025
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	\|text = Click the eye icon to view the file in your browser		\|text = Click the eye icon to view the file in your browser
	}}		}}
			== Important Details ==
	=== Important Details ===
	* Only authorized users can upload or modify documents within Equinox.		* Only authorized users can upload or modify documents within Equinox.
	* Uploaded files are immediately logged in the '''Activity Log''' for transparency.		* Uploaded files are immediately logged in the '''Activity Log''' for transparency.

	[[Category:Equinox]]		[[Category:Equinox]]

WikiAdmin at 21:40, 4 March 2025

2025-03-04T21:40:15Z

← Older revision		Revision as of 14:40, 4 March 2025
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	\|caption = The file can be found in the Documents list after it is uploaded		\|caption = The file can be found in the Documents list after it is uploaded
	\|text = Check the updated list in the Documents section to confirm the file appears with the File Name and date stamp.<br>		\|text = Check the updated list in the Documents section to confirm the file appears with the File Name and date stamp.<br>
	{{attention\|~~attn =~~ The file will download if the name in the list is clicked.}}		{{attention\|The file will download if the name in the list is clicked.}}
	}}		}}
	{{Box task		{{Box task

WikiAdmin at 21:39, 4 March 2025

2025-03-04T21:39:54Z

← Older revision		Revision as of 14:39, 4 March 2025
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	\|caption = The file can be found in the Documents list after it is uploaded		\|caption = The file can be found in the Documents list after it is uploaded
	\|text = Check the updated list in the Documents section to confirm the file appears with the File Name and date stamp.<br>		\|text = Check the updated list in the Documents section to confirm the file appears with the File Name and date stamp.<br>
	* The file will download if the name in the list is clicked		{{attention\|attn = The file will download if the name in the list is clicked.}}
	}}		}}
	{{Box task		{{Box task

WikiAdmin at 21:39, 4 March 2025

2025-03-04T21:39:05Z

@@ Line 57: / Line 57: @@
 |caption = Choose the File Type from the dropdown
 |text    = Choose the appropriate '''Document Type''' from the dropdown menu. Examples include:
-* Declaration Page
+* Cancellation Request
-* Payment Receipt
+* Change Form
-* Endorsement Request
+* Elevation Certificate
-* Claims Documentation
+* Primary Residence Statement
 }}
+=== Important Details ===
 * Only authorized users can upload or modify documents within Equinox.
 * Uploaded files are immediately logged in the '''Activity Log''' for transparency.
 [[Category:Equinox]]

WikiAdmin at 21:28, 4 March 2025

2025-03-04T21:28:54Z

← Older revision		Revision as of 14:28, 4 March 2025
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	\|size = 200px		\|size = 200px
	\|alt = An image showing the "Documents" menu along the right side of the page.		\|alt = An image showing the "Documents" menu along the right side of the page.
	\|caption = Click the '''Plus Sign (+)''' ~~at the bottom of~~ the ~~Documents section.~~		\|caption = Click the '''Plus Sign (+)''' to select the upload menu
	\|text =		\|text = Click the '''Plus Sign (+)''' at the bottom of the Documents section to select the upload menu.
	Click the '''Plus Sign (+)''' at the bottom of the Documents section.
	}}		}}
	{{Box task		{{Box task
	\|image = Img-proc-doc-upload-02.png		\|image = Img-proc-doc-upload-02.png
	\|size = 200px		\|size = 200px
	\|alt = ~~An image showing the "Documents" menu along the right side of the page.~~		\|alt =
	\|caption = ~~Click the '''Plus Sign (+)''' at the bottom of the Documents section.~~		\|caption = The Upload Document menu
	\|text =		\|text = The Upload Document menu should be completed from the top down.
	~~A dialog box will appear, prompting you to select~~ the ~~document to upload~~.
	}}		}}

	=== Step 4: Select the Document ===		=== Step 4: Select the Document ===
	{{Box task		{{Box task
	\|image = Img-proc-doc-upload-01.png		\|image = Img-proc-doc-upload-03.png
			\|size = 200px
			\|alt =
			\|caption = Click Select and choose the file to upload
			\|text = When you click "Select" a dialog box will appear, prompting you to select the document from your files.
			}}
			{{Box task
			\|image = Img-proc-doc-upload-04.png
	\|size = 200px		\|size = 200px
	\|alt = ~~An image showing the "Documents" menu along the right side of the page.~~		\|alt =
	\|caption = ~~Click~~ the ~~'''Plus Sign (+)''' at~~ the ~~bottom of the Documents section.~~		\|caption = Choose the File Type from the dropdown
	\|text =		\|text = Choose the appropriate '''Document Type''' from the dropdown menu. Examples include:
	~~Click~~ the '''~~Plus Sign (+)~~''' at the ~~bottom of the Documents section~~.~~<br>~~		* Declaration Page
	~~A dialog box will appear, prompting you to select the document to upload.~~		* Payment Receipt
			* Endorsement Request
			* Claims Documentation
	}}		}}

	~~# Use the file browser to locate the document on your computer and select it.~~
	~~# Choose the appropriate '''Document Type''' from the dropdown menu. Examples include:~~
	~~#* Declaration Page~~
	~~#* Payment Receipt~~
	~~#* Endorsement Request~~
	~~#* Claims Documentation~~
	~~# Add a brief description in the '''Document Notes''' field (optional but recommended).~~

	=== Step 5: Complete the Upload ===		=== Step 5: Complete the Upload ===

WikiAdmin at 21:21, 4 March 2025

2025-03-04T21:21:34Z

← Older revision		Revision as of 14:21, 4 March 2025
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	\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.		\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.
	\|text =		\|text =
	Click the '''Plus Sign (+)''' at the bottom of the Documents section.~~<br>~~		Click the '''Plus Sign (+)''' at the bottom of the Documents section.
			}}
			{{Box task
			\|image = Img-proc-doc-upload-02.png
			\|size = 200px
			\|alt = An image showing the "Documents" menu along the right side of the page.
			\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.
			\|text =
	A dialog box will appear, prompting you to select the document to upload.		A dialog box will appear, prompting you to select the document to upload.
	}}		}}
	~~[[File:Img-proc-doc-upload-02.png\|left\|200px]]~~
	~~{{clear}}~~
	=== Step 4: Select the Document ===		=== Step 4: Select the Document ===
	{{Box task		{{Box task

WikiAdmin at 21:19, 4 March 2025

2025-03-04T21:19:39Z

← Older revision		Revision as of 14:19, 4 March 2025
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	A dialog box will appear, prompting you to select the document to upload.		A dialog box will appear, prompting you to select the document to upload.
	}}		}}
	[[File:Img-proc-doc-upload.png\|left\|~~Policy Documents menu~~]]		[[File:Img-proc-doc-upload-02.png\|left\|200px]]
	{{clear}}		{{clear}}
	=== Step 4: Select the Document ===		=== Step 4: Select the Document ===

WikiAdmin at 21:18, 4 March 2025

2025-03-04T21:18:50Z

← Older revision		Revision as of 14:18, 4 March 2025
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	=== Step 3: Start the Upload ===		=== Step 3: Start the Upload ===
			{{Box task
			\|image = Img-proc-doc-upload-01.png
			\|size = 200px
			\|alt = An image showing the "Documents" menu along the right side of the page.
			\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.
			\|text =
			Click the '''Plus Sign (+)''' at the bottom of the Documents section.<br>
			A dialog box will appear, prompting you to select the document to upload.
			}}
			[[File:Img-proc-doc-upload.png\|left\|Policy Documents menu]]
			{{clear}}
			=== Step 4: Select the Document ===
	{{Box task		{{Box task
	\|image = Img-proc-doc-upload-01.png		\|image = Img-proc-doc-upload-01.png
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	}}		}}

	~~=== Step 4: Select and Classify the Document ===~~
	# Use the file browser to locate the document on your computer and select it.		# Use the file browser to locate the document on your computer and select it.
	# Choose the appropriate '''Document Type''' from the dropdown menu. Examples include:		# Choose the appropriate '''Document Type''' from the dropdown menu. Examples include:

WikiAdmin at 21:16, 4 March 2025

2025-03-04T21:16:57Z

← Older revision		Revision as of 14:16, 4 March 2025
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	# Review the existing documents to ensure the new document does not already exist.		# Review the existing documents to ensure the new document does not already exist.

	=== Step 3: ~~Initiate~~ the Upload ~~Process~~ ===		=== Step 3: Start the Upload ===

	{{Box task		{{Box task
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	\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.		\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.
	\|text =		\|text =
	# Click the '''Plus Sign (+)''' at the bottom of the Documents section.		Click the '''Plus Sign (+)''' at the bottom of the Documents section.<br>
	# A dialog box will appear, prompting you to select the document to upload.		A dialog box will appear, prompting you to select the document to upload.
	}}		}}

WikiAdmin at 21:16, 4 March 2025

2025-03-04T21:16:07Z

← Older revision		Revision as of 14:16, 4 March 2025
Line 29:		Line 29:

	=== Step 3: Initiate the Upload Process ===		=== Step 3: Initiate the Upload Process ===

			{{Box task
			\|image = Img-proc-doc-upload-01.png
			\|size = 200px
			\|alt = An image showing the "Documents" menu along the right side of the page.
			\|caption = Click the '''Plus Sign (+)''' at the bottom of the Documents section.
			\|text =
	# Click the '''Plus Sign (+)''' at the bottom of the Documents section.		# Click the '''Plus Sign (+)''' at the bottom of the Documents section.
	# A dialog box will appear, prompting you to select the document to upload.		# A dialog box will appear, prompting you to select the document to upload.
			}}

	=== Step 4: Select and Classify the Document ===		=== Step 4: Select and Classify the Document ===