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pdfUpload Documents (eSubmit)
Webform Application
Screen Package
May 11, 2023
Table of Contents
TED homepage display after SSA technician log in ...................................................................................................................................................................4
Technician Experience: Initiating an Upload Documents (eSubmit) Request .............................................................................................................................6
Sample Email Template ........................................................................................................................................................................................................ 12
Authentication ..................................................................................................................................................................................................................... 13
Authentication – 2 Factor Authentication ............................................................................................................................................................................. 14
Terms of Service................................................................................................................................................................................................................... 16
Privacy Act Statement .......................................................................................................................................................................................................... 17
Upload Non-Signature Form ................................................................................................................................................................................................. 20
Upload a Form Requiring a Signature .................................................................................................................................................................................... 27
Upload Evidence .................................................................................................................................................................................................................. 33
Open Request Page .............................................................................................................................................................................................................. 39
Past Requests ...................................................................................................................................................................................................................... 40
Past Requests – Status Definitions ........................................................................................................................................................................................ 41
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TED homepage display after SSA technician log in
4
Verify customer
User selects corresponding interaction and enters customer’s SSN.
User selects Verify by ID to verify customer.
5
Technician Experience: Initiating an Upload Documents (eSubmit) Request
On the left navigation panel, user selects +Add Task to display the available tasks.
6
Technician Experience: Initiating an Upload Documents (eSubmit) Request
Collect Information displays to the user and consent to receive an email is captured.
7
Technician Experience: Initiating an Upload Documents (eSubmit) Request
When Yes is selected, Collect Email Address and Select Forms and Evidence displays. User can select the previously used
email address (if available) or enters the email address and selects at least one form or evidence type to advance.
8
Technician Experience: Initiating an Upload Documents (eSubmit) Request
Any selected documents will display under Selected forms and evidence. User selects Next to advance.
9
Technician Experience: Initiating an Upload Documents (eSubmit) Request
The user reviews the Upload Documents request. The user can return to the previous page by selecting Back or advance after
reviewing the information by selecting Submit.
10
Technician Experience: Initiating an Upload Documents (eSubmit) Request
The status of the requested documents displays as Waiting for customer submission. User selects Close to close task.
11
Sample Email Template
12
Authentication
User is brought to the user login screen. User enters username and password for ROME legacy login and selects the “Sign In”
button.
13
Authentication – 2 Factor Authentication
User is brought to a screen where they verify their cell phone number and then select the radio button for “Yes, it is correct.
Please provide a security code now.”
14
Authentication – 2 Factor Authentication - Continuation
User enters the security code received and selects the “Submit Security Code” button.
15
Terms of Service
User selects “I agree to the Terms of Service” checkbox and selects the “Next” Button.
16
Privacy Act Statement
The user reviews the Privacy Act Statement and selects the “Next” button.
17
Information Required for Identity-Proofing and Authentication
The user verifies their identity information to ensure it is correct. The information includes Name, Date of birth, Social Security
Number, Address, Email Address, and Phone Number. The user selects the “Next” button to continue to the Form and
Evidence Upload page.
18
Form and Evidence Upload Documents (eSubmit)
On the Upload Documents (eSubmit) screen, the user can review their open requests and past requests. Selecting the “Start” button on
any open request will begin the upload process.
NOTE: The user will be provided with the number of open requests in the form of an indicator (red circle) letting them know how many
requests they have. The user may select the past requests tab to view previous requests.
19
Upload Non-Signature Form
The side navigation shows the user is performing the Prepare and Upload function. The user can drag and drop their completed form
onto the card or select the “choose files” link to browse for the completed form on their phone, tablet, or PC.
20
Acceptable File Criteria to Upload Documents
The user can review the acceptable file types for uploading.
21
Select the completed form from device (e.g., phone, tablet, or PC)
The user selects their completed form from their device.
22
Upload Form
The user successfully uploaded the file from their personal device, indicated by the green checkmark. They can select the
“Next” button to continue.
23
Review and Submit Submission
The side navigation now reflects the user is on the review and submit page. The user is prompted to review the information
and uploaded file(s) prior to submitting. After completing their review, they select the “Submit” button to complete their
submission.
24
Successful Submission Confirmation
Once the user has successfully submitted their form, the user will be presented with a confirmation page indicating successful
submission.
25
Successful Submission Confirmation Details
The user may select the confirmation details link to view additional details about their submission and print for their records.
If the user has additional requests, they can select the “Start Next Request” button to start the next request.
26
Upload a Form Requiring a Signature
The side navigation shows the user is performing the Prepare and Upload function. The user can drag and drop their
completed form onto the card or select the “choose files” link to browse for the completed form on their phone, tablet, or PC.
27
Select the completed form from device
The user selects their completed form from their device.
28
Upload Form Requiring a Signature
The user successfully uploaded the file from their personal device, indicated by the green checkmark. They can select the
“Next” button to continue.
29
Review and Submit Submission
The side navigation now reflects the user is
on the Review and Submit page. The user
is prompted to review the document
name(s) of the uploaded file(s) and confirm
that they have uploaded the correct
version they intend to sign; review the
authentication information displayed to
ensure they are the authenticated
individual named; and apply their
electronic signature to the uploaded
document by checking the box. After
applying their electronic signature, the
user can select the "Submit" button to
complete their submission.
30
Successful Submission Confirmation
Once the user has successfully submitted their completed and signed form, the user will be presented with a confirmation
page indicating they have successful submitted their signed form.
31
Successful Submission Confirmation Details
The user may select the confirmation details link to view additional details about their submission and electronic signature,
with the ability to print the information for their records. If the user has additional requests, they can select the “Start Next
Request” button to start the next request.
32
Upload Evidence
The side navigation shows the user is performing the Upload function. The user can drag and drop their evidence onto the
card or select the “choose files” link to browse for the completed form on their phone, tablet, or PC.
33
Select Evidence from Device
The user selects evidence from their device that does not exceed 25MB.
34
Upload Evidence
The user successfully uploaded evidence from their personal device, indicated by the green checkmark. They can select the
“Next” button to continue.
35
Review and Submit Submission
The side navigation now reflects the user is on the review and submit page. The user is prompted to review the information
and uploaded file(s) prior to submitting. After completing their review, they select the “Submit” button to complete their
submission.
36
Successful Submission Confirmation
Once the user has successfully submitted their evidence, the user will be presented with a confirmation page indicating they
have successful submitted their evidence.
37
Successful Submission Confirmation Details
The user may select the confirmation details link to view additional details about their submission with the ability to print the
information for their records.
The user can select the “Back to Requests” button to take them to the open request and past requests tabs.
38
Open Request Page
If the user selects the “Back to Requests” button from the confirmation page, the user will be presented with the message
indicating they have no requests and they can view their previous requests.
39
Past Requests
The user can select the “Past Requests” tab to view any past request and the status of the past requests.
40
Past Requests – Status Definitions
The user can select the “Status Definitions” link to view the legend of past request.
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| File Type | application/pdf |
| Author | Casey, Zina |
| File Modified | 2023-05-19 |
| File Created | 2023-05-16 |