How To Use the Agency Administrator’s Document Vault

This document provides step-by-step instructions on how to use the Agency Administrator’s Document Vault. This is different than an Org Profile Document Vault.  

1

Go to papdregistry.org 

2

Click Login in the top right corner.

Turquoise rectangular button with a white right-facing arrow icon followed by the text "Login" in white.

3

Enter your email address and password, then click Login. 

 

How to Add a Document:

1

Select Document Vault within the left-hand menu.

2

To search for a document, go to the Filter Documents section in the left navigation panel. Enter all or part of the document name or the uploader’s name in the search field, then click Search. 

Further refine your search by selecting one or more options under Document Sharing. 

  • Check My Documents to view only the documents you’ve uploaded. 
  • Select Managed Documents to see managed files. 
  • Choose Shared Documents to display documents shared across multiple programs. 
  • Click Search to apply the filters. 
3

Click Add Document.

4

Click Find File to upload the document(s) from your device. 

 

5

Click Open to search for the document(s) on your device. You can upload multiple documents at once. 

6

Click Trash to delete any files you uploaded by mistake or no longer need. 

How to Share Documents:

1

Check the Share Documents box to share the documents with one or more programs you oversee. 

 

2

Share Documents with Programs: 

Check the Share Documents box. This enables document sharing options. 

View the list of programs you oversee. All associated programs will appear below, each with a checkbox. 

Select the programs to receive the documents:  

  • Click Select All to choose all programs, OR 
  • Check the box next to each individual program you want to share the document(s) with. 

If you have uploaded more than one document, all selected documents will be shared with the programs you choose. 

3

Click Save.

How to Sort Documents:

1

To sort documents in your Document Vault, use the Sort By dropdown menu. You can sort by Date Uploaded, File Name, or Uploaded By. Additionally, choose Ascending or Descending order to organize the list to your preference.

 

Managing Documents:

1

You can share, download, or delete documents in the Document Vault by clicking the three dots () next to the document.

 

2

To share a document, check the box for Share Document and select the program(s) you want to share the document with. You can also use the Select All checkbox to share with all programs. Then, click Save to confirm.

3

To download a document, click Download Document, and it will be saved to your device. 

4

To delete a document, click Delete Document. Please note that deleting a shared document will permanently remove it from all programs you’ve shared it with, as well as from your Document Vault.

Contact

The PD Registry
registry@pakeys.org

1-800-284-6031