TABLE OF CONTENTS

• Part 1 - Adding a Document to a Work Item
• Part 2 - Adding a form from the form library to an existing Work Item
• Part 3 - Removing a document from a work item

  
  

Here is a three part guide on adding or removing documents from a work item

Part 1 - Adding a Document to a Work Item

In this scenario you have a work item created. You want to be able to add a form saved from your computer into a work item. I would recommend this method if you have to upload a statement, check, or a signed document to a work item as these types of forms are specific to the advisor/ client and will not be in our form library.

> Good method for populating the forms then submitting them Wet signed

Step 1.

• The first step is to get into the work item.
  
  

  I like to go to the pending advisor review queue in my dashboard, Click the SLA Start button so that the arrow is facing down then finding the work item from there.

  
  

• When the SLA Start button has downward facing arrow it shows the most recently created work items at the top of the queue
  
  

Step 2.

• Once in the work item, scroll down to the Work items Client Document Section.

• Click the Add New button

  

Step 3.

• You will be brought to the details page. This is where you will enter in the document you saved on your own computer.

  

Step 4.

• You will need to enter 3 things in this section.

  1. A client document type

  2. A description (optional but highly recommended),

  3. Upload File
     
     
     

  4. Hit the Save button in the top right of the details window

Step 5.

• A preview window will now appear

  
  

• You will know that you added a form successfully when you see it under the Work Item Client Document Section

  
  
  

Part 2 - Adding a form from the form library to an existing Work Item

This is for adding forms to a Work Item that is located in our Form Library. There are thousands of forms in our Form Library from various vendors.

Step 1.

• Go to the work item you want to work in

  1. Click Create New

     
     
     

  2. Then Click Form From Library
     
     

     

Step 2.

• This will bring you to the form Library. Find the form that you want to add.

  • The way I recommend searching for a form is using the search fields Form Author and Form Name.
  • Try and keep the key words used in the “Form name” field as simple as possible.
  • For example. To find the Fidelity’s Premiere Select IRA application and Agreements - you can use NFS as the author and the keywords IRA app in the section that says Form Name.
    

Step 3.

• Once you find your form (you can hit the envelope on the form to the right to preview it) Click on the line and it will be added to the work item.

Some people click the small box on the left but don’t let that box confuse you. Clicking the small box on the left won’t add the form to your work item.

Step 4.

• After this point your form should have been added to the work item. You should be able to see it under the Work Item Client Documents section.
• The form will also show in the Required Forms section, but this just shows you what forms are pulled from the form library.
• To edit the newly added form, click on the line for the form under the “work item client documents section”.

Part 3 - Removing a document from a work item

Step 1.

• Go to the work item you want to edit
• Scroll down to the Work Item Client Documents area
  

Step 2.

• Click on the box of the form that you want to delete under Work item client documents

Step 3.

• Once the box of the document you want to remove is selected, Click the trashcan icon that says Remove. 
• Once this is done, the document should be removed

If you have any issue with any of these steps contact Tech Support at tech.support@vanderbiltsecurities.com or call at 631-845-5100