This user guide outlines how workspace administrators fulfill a document request submitted through the Document Shop. This applies only to document types configured for fulfillment; instant download documents are delivered automatically once payment is received.
1. From the main menu, expand Record Keeping and select Document Shop.
2. On the Orders page, filter by "Waiting to be Processed" to view orders that still need to be fulfilled. Use the workspace and date range filters to narrow the list further if needed.
3. Select the order from the list that you want to fulfill.
4. Review the order details, requester and order questions. The delivery due date and any common documents connected to the document type will be listed under Documents in this order. Select Prepare to begin fulfilling the order.
5. The Prepare Document panel lists the common documents connected to the document type. Remove any that aren't needed for this order by selecting the X beside the file name, or select Add another file to upload one that isn't included.
6. Additional files are uploaded one at a time — for a Status Certificate, this might be the unit's common expense statement. Once everything is ready, select Add to delivery batch.
7. You will now see the new file listed along with the common documents. If more files still need to be added, select Edit to repeat the process; otherwise, select Deliver to fulfill the order.
8. In the Deliver order window, confirm the number of document types being delivered (in this example, just the one Status Certificate) and select Deliver Documents.
9. Once delivered, the order status changes to Completed and the record shows who fulfilled it and when.
You can also filter the Orders list by "Completed" to review the record.
The requestor will then receive an email notification with a link to view and download their document order.
Additional Resources