How to manage administrative documents

How to upload administrative documents

  1. Click Admin > Upload admin documents.
    This screen appears:
  2. Enter information using the descriptions in the following table:




    Administrative Document title

    The title for this document

    Voucher receipt

    Account Type

    Savings or Loan


    Show When Status

    The status during which this document will be available to the user to print. Click the status and click Add>>. The document can be available in more than one status.


    Select Administrative Document

    Click Choose File, browse your computer for a BIRT-created administrative document, and double-click it. Its name appears next to the box.

  3. Click Preview to review your choices.
  4. If you want to make changes, click Edit document information, make changes, and click Submit again.
  5. When you are satisfied with your choices, click Submit.

How to view and edit administrative documents

To view the entire list of administrative documents that have already been uploaded, click View admin documents. If you want to edit the basic fields of the document, as in the table above, click Edit, make changes, and click Preview and then Submit. If you want to change the layout or the data fields, click Download, make changes in BIRT, and upload the document to Mifos again.