This help topic is written for non-administrators. Administrators should see: Using Document Vault (For Administrators)

The document vault is used to store documents in the SpokeChoice database. Hard copy documents such as pictures or PDF files uploaded from your device storage or by taking a picture on a mobile device. Form type documents are created by entering data into a SpokeChoice form. The document can be viewed on the form or if a PDF Template has been associated in the Document Type (See Back Office > Document Vault), then the document data may be merged with the PDF and downloaded.

The Document Vault pages has 4 tabs that allow easy access to documents:

1. All Documents - Use this tab to view all of your documents.
2. Missing - Use this tab to view documents that your admin has required you to have.
3. Expired - Use this tab to view documents that have an expiration date that has lapsed.
4. Unsigned - Use this tab to view documents that you are required to sign.

Click the New Document button to start creating a new document.

This will open the Document editor shown below:

1. First select the type of document to create. Changing this field may change the other fields of the form.
2. Select the users to associate with the document. In the above example, the prompt indicates you may enter only One Of the user types displayed.
3. In this example, the Drivers License requires an Expiration Date. Select the date your drivers license expires.
4. In this example, the Drivers License requires the Effective Date. Select the date the drivers license was obtained.
5. Once all of the above options have been set, its time to upload the document. Click the Upload Document button and follow prompts from your device to select the file/picture to upload.
   Note: Your mobile device may allow you to take a picture to upload. Follow your device prompts.
   If the document Type selected is not a Hard Copy type document the form will not have the Upload Document button. Instead, click the Create Form button as shown below.

Depending on the Document Vault Configuration, you might be able to edit a document after it has been created. To edit the document, click on the pencil icon in the grid displaying the document.

This button will open the Document Editor form described above.

Note: The Edit/View button will not be enabled if the Document Type does not have the option enabled to Allow editing/deleting of existing document after it is reviewed by anyone that can view the document.

Viewing Missing, Expired, or Unsigned Documents may be viewed using the associated tab. To create missing or replace expired documents, click the pencil icon in the grid displaying the document.

To sign unsigned documents, click on the e-signature icon: