BEFORE YOU BEGIN: One of the most crucial aspects of the e-Dashboard, the Inbox feature allows you to use the e-Box to its fullest potential. This feature will allow you to sort your documents by the type of document, the year in which the document came from, and the vendor.

STEP ONE – Selecting your document:
When inside the e-Dashboard, Select the Inbox tab.

You will be directed to the Inbox section. Next to “Inbox File” is a drop-down menu. Select the type of document
 
On the right-hand side of the e-Dashboard, select the document you want to sort.
 
STEP TWO – Naming Your Document
On the left side of the e-Dashboard, you can now name your document to be sorted inside the e-Box. Note that the sorting options are different for each document type.
 
Once you have filled out all of your information, select “File Document”.
 
You will be given a box confirming that you want to file your document. If everything is correct, select “Yes”.
 
STEP THREE – Finding your document
You may now click on the e-Box tab in which you filed your document. You can see that the document has been sorted by the year of the document, following by the type of document. 

edashboard e-dashboard