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How to Upload a Workspace PDF Form

Summary

Help article titled "How to Upload a Workspace PDF Form", explaining how a filled-out PDF form is uploaded to a Workspace through the Upload link on the Manage Workspace page, under the Forms tab. The steps are to lock the form, select the saved PDF file in the pop-up window, click the Upload button and then choose whether to unlock the form. Before uploading a form made up entirely of empty optional fields, users are told to click the Check for Errors and Save buttons so that the Form State field reads "No Errors". After the upload, the form's status in the Application Package Forms table is updated to Passed.

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Issuer
Congressional materials

Cite this document

“How to Upload a Workspace PDF Form.” Original at www.ed.gov. Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/department-of-education-how-to-upload-a-workspace-www-ed-gov-7167075459/, SHA-256 cc1169286eb3a3e0a746a344f3b387109ca8b92df8da3b31462596dfc739cae2.

Full text

          Upload Workspace PDF Forms
After an individual PDF form has been downloaded and filled out, it can be
uploaded to your Workspace via the Upload link on the Manage
Workspace page, under the Forms tab.

How to Upload a Workspace PDF Form
    1. In the Forms tab of the Manage Workspace page, click the Lock link on the
        form record. You may also begin by clicking the Upload link, and the system will
        lock the form for you and record this action in the Activity tab.
    2. Click the Upload link and, in the pop-up window, select the saved form PDF file
        (on your computer) to upload to the workspace.
      Note: Before uploading a form made up entirely of empty optional fields,
      make sure you have clicked the Check for Errors and Save buttons
      (even though no text has been entered). The Form State field under the
      Applicant & Workspace Details section of the cover page should read
      "No Errors".
    3. Click the Upload button. You will be asked to confirm the upload if you are
        uploading a form that was updated after you downloaded the PDF version.
    4. After uploading, an on-screen prompt will ask you whether you would like to
        unlock the form. Click Yes or No.
    5. After a few moments, the Application Package Forms table under
        the Forms tab on the Manage Workspace page will be refreshed, and the
        uploaded form’s status will be updated to Passed.
      Note: If you receive a message that says, “Action cannot be performed
      due to Workspace changes. Please refer to the Activity tab for more
      details,” check to see if the form is Locked by another user. If so, review
      the Unlock Forms help article.


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department-of-education-how-to-upload-a-workspace-www-ed-gov-7167075459.pdf
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cc1169286eb3a3e0a746a344f3b387109ca8b92df8da3b31462596dfc739cae2
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department-of-education-how-to-upload-a-workspace-www-ed-gov-7167075459.pdf
Original
www.ed.gov
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