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

Admins may create, view, sign, find documents for other users. This feature is limited by the document's Type. For example, a user with the Administrator role may not view a document that only allows Super Admins to view. For more information, see: Creating Document Type Templates

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.
5. Unreviewed - Use this tab to see all documents that you may review and mark them as reviewed.

Documents are created, edited, viewed, signed, etc the same as a non-admin user. See: Using Document Vault (For Non-Administrators)

When signed-in as an admin, the Document Filters panel will be displayed at the top of each document view tab.

1. This panel allows you to find documents by Employee, Client, or Guardian. Select the type of user to search for.
2. Select the user(s) you with to search for. Check the Show Inactive box to view inactive users in this drop-down list.
3. Check this box to view only your own documents.
4. Check this box to view documents that have been Archived. By default only non-archived documents are viewed.