Once a member document has been added, either by the public user or staff, the document can be approved, declined, or modified. To learn of the various reports which provide an overview of required document status please view the Required Documents Report article. 

To make a change to a member's document status, complete the following steps.

1. Search for the Account
2. Select the appropriate member
3. Within their Member Information page scroll to the bottom to see a list of member documents
   1. File Type - is the name of the member document
   2. Status - reflects the current document status
   3. Expiration date - lists the date the document expires, if applicable

4. Click View
   1. View Attached File
   2. Click Approve of Decline based on whether the document meets the requirements
   3. Click Edit
      1. Add an expiration date, if desired
      2. Upload a different form or mark that a paper form is on file
      3. Click Update & Approve to save changes

To Revise an Existing Document

5. Click Modify
   1. Add an expiration date, if desired
   2. Upload a different form or mark that a paper form is on file
   3. Click Update & Approve to save changes