How to upload a suitability report to Intelligent Office

Modified on Wed, 04 Nov 2020 at 11:07 AM

Please note that this process can be carried out only when ATEB Suitability has been accessed via Intelligent Office. It is only possible to upload 'completed' reports - it is not possible to upload 'in-progress' reports.

Ensure a report has been started and completed (i.e. the user has selected the 'Save and Generate' page and button in the report wizard) when the suitability system has been accessed via Intelligent Office. 

Upon re-direction back to the dashboard, go to the 'Completed Reports' tab in the 'Reports' page. 

There will be an additional, light blue coloured button on the right hand side of the page, called 'Upload Document to Intelligent Office' (the name is only view able when the mouse is hovering over the button) - this is highlighted in the screen shot below. 

Clicking on this button brings up a pop-up screen, and by clicking the button 'Upload', the user will upload the completed report into the Client's 'Documents' space in Intelligent Office. 

Please note that it is only possible to upload PDF documents from the suitability application to Intelligent Office - the functionality that uploads Word documents into Intelligent Office is not supported currently.

The report will then appear as a 'Draft' document against the client record in the Documents section of Intelligent Office.

Once the report has been uploaded to Intelligent Office, it is not possible to upload this report again; the button will be showing a lighter colour than usual with the text 'Document has already been uploaded to Intelligent Office'. This is highlighted in the screenshot below.

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