eISF

Learn how to build your eBinder and upload and manage documents

Finalize Document after Upload

This action is available on documents of most document types in the Draft state.

  1. Locate the document in the eBinder.
  2. Select the Document Actions () menu to the right of the document name.
  3. Select Change Status to {XXXX}, where XXXX is the document type’s final status.
  4. Complete the Document Date field.
  5. Additional Actions:
    • If no further actions are required, select Save to complete the process.
    • If copy certification is required, select Perform Copy Certification.
      • Complete the copy certification.
      • Select Save to complete the process.
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