IMPORTANT NOTE: If you have access to multiple locations in the system, please ensure you have entered into the one you want to view this document from -- When created, Custom Documents are tagged with specific Group Establishments. Please double-check to make sure you’re in the right place before trying to view your document.

4. Here you will see any custom documents that have already been created:

5. To view an existing document, simply click the title of the document you’d like to view:

6. To change the ID of the custom document to make it easier to find later, click the pencil icon next to the current Custom Document ID in the top left corner. Type in the new name and hit ENTER to save:

The new Custom Document ID will show up in the list page:

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

1. Log into the iReportSource app

2. Click on the menu icon:

3. Select Documents

4. Select Custom Documents

5. All submitted Custom Documents will appear on this page, from oldest to newest. Choose your document from the list.

6. You can now edit or duplicate your document, or simply review it.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods: