Documents and Agency Forms

• Forms overview (Video)
• How do I download documents?
• How do I upload a document into an application's record?
• How do Expiring Documents work in the Supporting Documents section?
• I'm trying to work on an Agency form but can't access it.  What do I do?
• I'm trying to sign a form and it's not loading or I'm getting an error.  What do I do?
• Where in Binti do I go to begin filling out forms for the application I'm working on?
• I'm looking at a renewal application (in process) but need to see the approved applications' documents. Where do I find those?
• What can I do if I have questions that weren't addressed in this help article?

Forms overview (Video)

How do Expiring Documents work in the Supporting Documents section?

Binti can now (10/2020) track expiring documents! When a document is uploaded by an applicant or other adult in home which has an expiration date, Binti will now ask for the expiration date. Sixty days and 30 days before a document expires, the family will get an email notice with a link to their
Binti account so that they can provide an updated document. Workers can also upload documents
with expiration dates for their families, and will also be able to track expiring documents from
their Homepage. (All information below is fake data.)

View for Case Workers:

View for Applicants:

How do I download documents?

Go to the application dashboard and locate the application you want to download a document for in the Applications dashboard.

Next to the family you want, hover over <<Actions>> and then click on <<Documents>>.

Look for the document you are trying to download and click on the name of any document in the “Document” column.  This will populate the document in a new window > can view & print (via the printer icon or right click on mouse, choose print).

The document will also be automatically added to your “Downloads” folder in your computer.

If you don't see the form name linked but instead see Generate Incomplete PDF > click on > Download Incomplete PDF > will populate in a new window > can view & print (via the printer icon or right click on mouse, choose print).

* Note: You can download all documents in an application by selecting “PDF of All Documents”, which you’ll see at the top right-hand corner of the page.

How do I upload a document into an application's record?

In order to upload a document, you'll first need to locate the application that you want to work from.

Once you have the application pulled up in the dashboard, you can hover over the Actions tab in the rightmost column, and click on <<Documents>>. 

From that Documents page, you'll have access to view all forms that need to be completed for the application to be approved, and each of these forms will have an "Upload" button.

You're able to upload most file types that are images (such as .jpg or .png), documents (such as .doc), and .pdf files.

Please note that other file types may cause issue when you later attempt to download a .pdf of all documents (including .html or .zip files, which are NOT supported).

I'm trying to work on an Agency form but can't access it.  What do I do?

Most likely this is because a document has been uploaded to that Agency form spot on the Documents page.  Any time a document is uploaded on the Documents page in an Agency form spot, it will block the form from being editable on the Agency Forms page.  

Should you need to keep the document uploaded to that Agency form spot (on the Documents page), download > save to computer > upload to Misc Docs section.

You'll then want to delete the document in that Agency form spot so it opens up the Agency form on the Agency Forms page.

I'm trying to sign a form and it's not loading or I'm getting an error.  What do I do?

Please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail].  We can easily reset the form which should allow for you to sign. ** 

** Please note that with a form reset, it will require the parties that signed prior to sign again.  (Apologies for this inconvenience.)

Please also note that our app that we use for signing is most compatible with Google Chrome, so if/when at all possible, please try and use Google Chrome when signing any forms.

Where in Binti do I go to begin filling out forms for the application I'm working on?

When you have forms that you need to complete for an application, first you'll need to locate the application.

Once you have the application pulled up in the Applications Dashboard, hover over the <<Actions>> hyperlink on the right-most column in the dashboard, and click on the Agency Forms button. 

Once in the Applications dashboard, find the Actions tab to the right of the application in question. 

If you're already in the application, you can also access it by clicking on the Agency Forms button right next to the Documents button:

The menu in the above photo will always be available just under the blue ribbon at the top of the page when you're inside an application's record.

This will lead you to the section of the application where you can fill in any agency forms that need to be completed before an approval.

From there, just click on the title of the form that you need to complete to begin filling it out.

Please note that your forms may look differently than those in the below example:

Hover over the title of the form you need to update. It will become a hyperlink that you can click on to begin filling out the form.

I'm looking at a renewal application (in process) but need to see the approved applications' documents. Where do I find those?

There are two ways to access documents from previously approved applications.

From the most current application, the most preferred way to access prior documents is to go to Documents > Documents for Previous Application (button at top, right hand corner). 

Access the documents from the previous application by going into the Documents page and clicking on "Documents for Previous Application." Please note that this will take you to the page for the application immediately preceding the application you're currently viewing.

If there is more than one approved application, the preferred way to access prior documents is to go to  Applicant Data > scroll down to "Other applications for this family" > choose which application you want to see documents for > View Applicant Data OR View Documents.

Access the documents from previous applications by going into the Applicant Data page, scrolling down to the section pictured above, and clicking on View Documents for the application's documents that you need to review.

What can I do if I have questions that weren't addressed in this help article?

If you have any other questions, please feel free to email us at [e-mail], send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.