HuBERT
Structured Exercises
Save Scanned Document
to Another Participant
CRITERIA:
Complete “Scan a Document” exercise
Household I D:
Find another participant in your local agency database
Sav e the scanned document to another participant’s folder (different household).
State WI C I D:
Verify document is no longer sav ed to household from “Scan a Document” exercise.
How to save a scanned document to another participant:
o Open a participant folder from the household used in the “Scan a Document”
exercise
o Click Document Imaging on the menu bar
o Click View Scanned Documents
o Click View Document button
o Click document to select
o Click Reassign Document(s) button
o Enter the State WIC ID of the participant you are going to sav e the scan to
o Click OK button
o Open other household members’ folders to v erify scan is no longer sav ed to their
folder
o Open participant folder you just reassigned the document to
o Verify the scanned document is now sav ed to this participant’s folder