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How to Submit Documentation

Submitting documents?
Submitting documents correctly will get your documents processed more quickly.

Select one way to submit (below) How do I do that? How do I know my document was
received and processed?
1. Upload it myself Log in to your account >

go to Participant Documents >

and Upload/View Documents for Myself
When you successfully upload you get a pop up and then an email telling you the document has been received by the system.

You get another email when the document has been reviewed (verified, denied or identifying we need something else from you to process the document).

If a document is denied, the email will tell you why.

To view your documents and status, go to Participant Documents > Upload/View My Documents for Myself.

To see how verified items are coded to your account, go to My Tools and Settings > My Education and Training Report.
2. Admin / MSA Access user: upload for confirmed staff You may upload documents to any confirmed staff member by going to Participant Documents > Upload/View Documents for My Staff

Tip: Upload Multiple Attendee Training Submission (MATS) forms to your PROGRAM files (Log in > Program Administration > Program File Manager), not your personal files.
Correspondence goes to the account holder, not to you.

To view documents and status, go to Participant Documents > Upload/View Documents for My Staff and choose the staff member.

To see how verified items are coded to staff accounts, go to Program Administration > Education and Training Reports.
Once documents are uploaded to your account you can view your documents after you log in under Document Management.

You can view completions coded to your account under My Tools and Settings - My Education and Training Report.

For a list of what to send and guidance, click here. To view this information in Spanish, click here.