Debt Manager: Store Debt Schedule Documents (School Edition)

The document storage feature allows you to store important documents related to your debt records such as the original debt schedule.

⏰ Estimated Time:  2 minutes

Upload Original Debt Schedule Documents

• Click the name of the Debt Obligation Header you wish to calculate the balance for on the Debt Schedule.

• Click the Document Storage button.

• On the Documents Storage page, click the Add button.

• Enter the name of the document as it should appear in the Munetrix system.
• Select the file to upload.
• Click Upload.

• A confirmation screen stating "Document Uploaded" will appear for a few seconds once the document is uploaded.
• The document will be listed in the document storage area.

• Click Edit to change the document title or file uploaded.
• Click Delete to remove the document from the document storage area.

• Click Return to Related Documents to return to the Debt Schedule screen under the Obligation Header.

• Click + Related Documents to see all documents uploaded.
• Click the name of the document you wish to view.