Frequently Asked Question
Etrieve/Softdocs: Best Practices for Auto-File
Last Updated 4 years ago
Please see the attached document to review the process with screenshots.
Step 1: Make sure the toggle below says “Manual File” instead of “Auto-File”. This can be changed back and forth with a single click.
Step 2: Place the document you are filing into the scanner, and press “New Scan.”
Step 3: Select the FA Archive, and the Document Type. Next, manually enter in all of the key field data (Academic Year, ColleagueID, and Scan By).
You can use Auto-Populate instead, but it won’t pull over Academic Year—This field will always need to be manually entered. Also, please remember that the Academic Year NEEDS to be entered in the following format for Financial Aid: 20XX-XX.
Step 4: Click File or File All only after all key field info has been completed.
Note: If the student is not created in Etrieve, they will need to be created manually after the document goes to ‘Students/Unfiled’.
Step 1: Make sure the toggle below says “Manual File” instead of “Auto-File”. This can be changed back and forth with a single click.
Step 2: Place the document you are filing into the scanner, and press “New Scan.”
Step 3: Select the FA Archive, and the Document Type. Next, manually enter in all of the key field data (Academic Year, ColleagueID, and Scan By).
You can use Auto-Populate instead, but it won’t pull over Academic Year—This field will always need to be manually entered. Also, please remember that the Academic Year NEEDS to be entered in the following format for Financial Aid: 20XX-XX.
Step 4: Click File or File All only after all key field info has been completed.
Note: If the student is not created in Etrieve, they will need to be created manually after the document goes to ‘Students/Unfiled’.