Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Expand | |||||
---|---|---|---|---|---|
| |||||
|
Contents
Table of Contents | ||||
---|---|---|---|---|
|
Overview
The Advisor ADV app makes it easier to add and update the Advisor ADV forms in the system. While you can add the ADV forms without the app, the app streamlines the process and allows for self-service.
Accessing the App
There are two ways to access the Advisor ADV app.
Menu Item
You can access
The top navigation toolbar
Through Quick Start (under Manage Documents)
Accessing the app through
Quick Start
requires that Quick Start
Available Actions
Once you are in the app, you can:is enabled in your site.
Available Actions
There are four actions you can take while in the Advisor ADV App.
A. Select an advisor
B. Upload a file
C. Review the existing form
D. Return to Quick Start
Image Added
Select an advisor if one is not already selected.
Note: Advisors will have themselves selected automatically. Assistants will see all relevant advisors.
Use the Direct File Uploader to add a new version of the ADV Part 2B form.
Note |
---|
Attention: Uploading a PDF will immediately replace an existing file. |
After you upload a new document, you will see a confirmation message. The image on the right (C) will change to display the new document.
Image Added
View the existing ADV Part 2B form for the selected advisor.
Note: If the form does not already exist, the system will display a placeholder document.
Click the Back button to return to Quick Start.
Image Removed
After Uploading
After you upload a new document, you will see a confirmation message. The image on the right (C) will change to display the new document.
Image RemovedThis button only displays if your site has Quick Start enabled.
Audience: Field Users
Functionality: The Advisor app allows you to quickly upload the ADV Part 2B form into Docupace.
Filter by label (Content by label) | ||||||
---|---|---|---|---|---|---|
|