case: document folder - dhsssp job...
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Department of Human Services Allegheny County, Pennsylvania
7/5/2016
DHS Self – Sufficiency Program
Page 1 of 4 Case – Document Folder – DHSSSP Job Aid
Case – Document Folder – DHSSSP Job Aid
The Document Folder screen allows the user to upload income verification and other documents relevant to the Case into DHSSSP.
1. Bring the Case into focus and navigate to .
Document Folder screen
Navigation
Case Information Document Folder
Department of Human Services Allegheny County, Pennsylvania
7/5/2016
DHS Self – Sufficiency Program
Page 2 of 4 Case – Document Folder – DHSSSP Job Aid
1. Document Folder: Note that any documents uploaded in Referral will also appear here.
a. Click to add a document. The Document pop-up will open.
b. Click the button to locate the desired file. The Choose File to Upload dialog box will open.
Document Folder
Add Document
Browse
Department of Human Services Allegheny County, Pennsylvania
7/5/2016
DHS Self – Sufficiency Program
Page 3 of 4 Case – Document Folder – DHSSSP Job Aid
c. Navigate to the desired file and click on the file to select it.
d. Click to choose the selected file for upload.
Clicking will close the Choose File to Upload dialog box without selecting a file.
2. The file will now display in the File Name field. Enter a description for the file in the Description
section and click .
Clicking close will the Document pop-up without saving the document.
Open
Cancel
Save
Close
TIP: Auditors will be reviewing the uploaded documentation and matching the documentation to financial and other information entered in the Referral or Case. Naming the file clearly before uploading to Synergy will assist in this review.
Department of Human Services Allegheny County, Pennsylvania
7/5/2016
DHS Self – Sufficiency Program
Page 4 of 4 Case – Document Folder – DHSSSP Job Aid
3. The file is now uploaded to Synergy and can be opened by clicking on the file name in the grid.
4. To delete the document, click the Delete Icon [ ] to the right of the individual in the Document Folder grid. A Confirm Delete pop-up will appear:
Clicking will delete the document.
Clicking will cancel the action and the document will not be deleted.
For assistance, please contact the Allegheny County Service Desk at [email protected] or call 412‐350-HELP (4357). Select Option 2 for the DHS Service Desk. To access iService, go to: https://servicedesk.alleghenycounty.us This and other Job Aids can be found at: http://s3.amazonaws.com/dhs-application-support/index.htm
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