BASIC (02-06)

DI 80830.045 Adding Paperless Documents in the Electronic Folder (EF)

Follow the steps below:

  1. Print Paperless documents that relate to disability eligibility and entitlement.

    NOTE: The “Send To Fax” functionality in Paperless is not to be used due to the need to create a barcode label for the EF.

  2. In most instances selecting the correct document type determines where the document should be filed. For each document, use functionality in eView to create a barcode (see DI 80830.100). The barcode, printed on the coversheet, identifies the document and places it in the proper section of the EF.

  3. Place each document behind its bar-coded coversheet.

  4. Fax each document using the bar-coded coversheet to the eDib central fax number (1-866-722-2297) or the Regional fax numbers in DI 81010.090C.

    NOTE: Multiple SSNs can be faxed simultaneously as long as the correct bar-coded coversheet is placed on top of each document.

  5. Check in eView “Case Documents” tab for receipt and proper placement of the faxed documents in the EF.

    NOTE: The document should be available immediately unless there is a delay in the system. Once the image is confirmed, the technician should discard the faxed document.

  6. If the image does not appear, follow local procedures for reporting problems when faxed documents are not immediately available in eView. Do not discard the faxed document until the image is legible in eView.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0480830045
DI 80830.045 - Adding Paperless Documents in the Electronic Folder (EF) - 03/18/2009
Batch run: 03/18/2009
Rev:03/18/2009