Import eFile

  1. The eFile image displays in the top section of the popup. Click the corresponding icons to:

       Zoom in

       Zoom out

       Reset eFile image to original magnification

       Display the eFile image as Full Screen

  2. Complete the fields in the Properties section.

    • The File Name auto-populates with the name of the selected file. Enter a different name, if desired.
    • Select the Category and Source. To edit the Value List for Category or Source, click their respective Edit List links.
    • Select the Reviewer and whether the eFile has been reviewed.
    • Optionally, type a Description and/or Reviewer Notes.
      Note: Once reviewed, the Reviewer can add additional Reviewer Notes to this field.
  3. To close the Import eFile popup and save changes, click the Save & Close button.
  4. To close the popup without saving changes, click the Cancel button.

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