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FinancialDocumentRepository:

Form400/StandardForm1(SF‐1)ReferenceGuide

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FirstTimeLogIn

Afterreceivinganemailnotificationtojointhesystem,usethe

linkprovidedintheemailtocreateanewaccount.Ifyouhave

forgottenwhichemailyouusedtoregistercontacttheForm

400 (Invoices) and SF‐1 Administrator at

[email protected].

RequestNewPassword

Ifyouhaveforgottenyourpassword,visittheLoginpageand

clickonthe“Requestnewpassword”link.Youcanrequestto

haveitresetbyenteringtheemailaddressyouregisteredwith

andclickthe"E‐mail new password” button. The system will

automatically send you an email with a

 link that you can

temporarilyusetologintothesystem.Onceloggedin,youwill

have the opportunity to modify your user information and

changeyourcurrentsystempassword.Ifyoudonotseeareply

email,checkyourspamfolder.Ifyoudonotreceivethisemail

contact

the Form 400 (Invoices) and SF‐1 Administrator at

[email protected].

AddingProfileData

When you first access your account, the system will require

you to provide information about yourself and your agency.

Thisinformationwillonlybeusedtosupportyouruseofthe

system.Youwillnotbeabletouseanyofthesystemfunctions

untilthisinformationisprovided.

UpdatingAccountInformation

Youcanviewyourcurrentaccountinformationbyclickingon

the “My account” link. This account page will show your

member history and alert you to any recent activity on your

account. If you see any unusual activity, report this to

the Form 400 (Invoices) and SF‐1 Administrator at

[email protected]

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Using the “Edit” tab, you can change your email, current

password,andprofileinformation.

Tomodifyyourpassword,enteryouroldpassword,thenenter

the new password, and confirm the new password.The

passwordmustbeeightcharactersinlengthandmustcontain

at least one lowercase, one uppercase, and

one number or

special character. Following password requirements the

systemwilladviseofpasswordstrength.

Tomodifyyouremailaddress,enterthenewemailaddressin

the box provided. The system will send an email to the

address currently on file.You must open this confirmatory

email and follow the link

 before your new email address is

activated.

ViewDocuments

Toviewyourdocuments,clickonthe“Form400/SF‐1”linkat

the top and select “View Documents”. Thedocument search

screenwillappear.You arerequiredtoselectaBillingAddresss

Code(BAC)andDocumentTypetoview.

Form400documentsareavailableinthesystemstartingfrom

August2012.

SF‐1documentsareavailableinthe system for

ordersawardedfromMarch2015.

Theadditionalfieldsareoptionalbutassistinnarrowingdown

thesearch.Thesefieldssupportwildcardmatchingusingthe

asterisk,“*”,character.Thischaractercanbeusedanywhere

within a search field. Searching “123*5”, for example,

will

match“12345”or“1234465”.Additionaldetailsonthesearch

fieldsareavailableviatheSearchTipslinkontheleft.

Clickingthe“Search”buttonwillthenexecutethesearchand

display all matching documents. The system will only return

thefirst250documentsthatmatchthegivencriteria.Youwill

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need to refine your search criteria to reduce the number of

matchesreturned.

AgencyAdministratorRoleFunctions

ViewAccessRights

All access rights in the Financial Document Repository are

basedonBACs.First,clickonthe“Form400/SF‐1”linkatthe

top and select “View Documents”. Click on the “Access” tab

abovethesearchfields.

ThisAccesspagehasthefollowingtabs:

 List:Providesalistofallusers

assignedtoaparticular

BAC, their access rights, and allows the Agency

Administratortheabilitytorevokerightsfromauser.

 BatchAddRights:ProvidestheabilityfortheAgency

Administrator to grantView Only access to multiple

BACsformultipleemailaddresses.

 Invite User: Provides the ability

for the Agency

AdminsitratortograntViewOnlyaccesstoaspecific

BACbyenteringtheuser’semailaddress.

 Invitations:Providesalistofemailaddressesofusers

thatwereinvitedtoaccessaBACbutdidnotregister

onthesite.

 DelegationLog:Providesthehistoryofinvitations

for

aBAC.

Foreachofthesetabs,youmustfirstselectaBACforwhich

youhaveadministratoraccess.

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Documents:Form400andSF‐1ReferenceGuide

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List

Thispagewillallowyoutoviewthelistofuserswithaccessto

a specific BAC. Users with “View Only” access can only view

documents. Users with “Administrator Access” can view and

modifyaccessrightstotheBAC.

Youcansortthelistofusersbyclickingon“Access.”If

youhave

the rights to modify a user’s access level, you will see a

“Revoke”optionontherightsideoftherow.Clickingthislink

will remove users access to the BAC but will not delete the

accountfromthesystem.

BatchAddRights

Thispagewillallowyoutoinvitemultipleuserstohaveaccess

toamultiple BACs.SelectBACsfromtheAvailableBACslistand

clickthe>>buttontoaddthemtotheTargetBACslist.Enter

the email addresses of the people you would like to grant

“ViewOnly”access.

Multiplee‐mailaddresses canbeadded,

oneperline,togiveaccesstomultipleusers.Clickthe“Add”

button.Anerrorisgeneratediftheuseralreadyhasaccessto

the BAC. Once you click the “Add” button, the system will

checktoseeiftheuseralreadyhas

anaccount.Ifanaccount

isalreadyestablishedforuser,thesystemwillnotifythem,via

email,andautomaticallyaddtheirinformationtothespecific

BAC.Iftheydonotalreadyhaveanaccount,thesystemwill

sendthemanotificationaskingthemtoregisterwiththesite.

InviteUser

Thispagewillallowyoutoinvitenewuserstohaveaccesstoa

specificBAC.Entertheemailaddressofthepersonyouwould

liketogrant“ViewOnly”accessandclickthe“Invite”button.

AnerrorisgeneratediftheuseralreadyhasaccesstotheBAC.

Onceyou

clickthe“Invite”button,thesystemwillchecktosee

if the user already has an account.If an account is already

establishedforuser,thesystemwillnotifythem,viaemail,and

automaticallyaddtheirinformationtothespecificBAC.Ifthey

donotalreadyhaveanaccount,the

systemwillsendthema

notificationaskingthemtoregisterwiththesite.

Allsysteminvitationsexpireafter30daysiftheuserdoesnot

Invitations

AfterinvitinguserstospecificBACstheinvitationwillappear

underthe“Invitations”tab.Invitationswillremainuntileither

theinvitationexpires,theuserregistersonthewebsite,orthe

invitationisrevokedbytheAgencyAdministrator.

DelegationLogs

This screen provides a history of all user actions performed

againsttheselectedBAC.Allinvitations,invitationrevocations,

rights assignments, and rights revocations will be shown on

this screen identifying the action.This screen also provide

detailsofactionstakenandwhoinitatedtheaction.Ifyousee

any unusual activity

 in this tab, please notify the Form 400

(Invoices)andSF‐1Administratorat[email protected].

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