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Department of Human Services Allegheny County, Pennsylvania
Youth Support Partners
9/28/2017 Screen – YSP Job Aid 1 of 4
Case: Document Folder – YSP Job Aid
The Document Folder screen allows the user to upload income verification and other documents relevant to the Case
1. From the : Locate the desired Case and click on the Case ID to bring the Case into focus.
a. Click on the tile. Then click on the tile.
Document Folder
Navigation
Dashboard
Additional Information Document Folder
Department of Human Services Allegheny County, Pennsylvania
Youth Support Partners
9/28/2017 Screen – YSP Job Aid 2 of 4
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
Youth Support Partners
9/28/2017 Screen – YSP Job Aid 3 of 4
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
Department of Human Services Allegheny County, Pennsylvania
Youth Support Partners
9/28/2017 Screen – YSP Job Aid 4 of 4
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 or http://dhsassist.dhs.allegheny.local for internal users.
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