Perform Copy Certification

Marking a document as Certified Copy indicates it has gone through a copy certification process and has been deemed to meet that criteria.

There are two ways to handle this in Clinical Basics.

• You can use the Vault Mobile app to scan documents and follow the in-app copy certification process.

• A Vault Admin can mark a document as a Certified Copy. This method presumes the certification process has happened outside of Vault and the Vault Admin is recording the result of that process.

Use Vault Mobile

To perform Copy Certification in the Vault Mobile app:

1. Tap View Preview or Perform Copy Certification.

2. Tap Start.

3. Check off the Copy Certification boxes.

4. Tap Complete.

   

Mark a Document as Certified Copy

To mark a document as a certified copy:

1. Navigate to TMF Workspace > Library and select the document.

   

2. Click Edit ().

   

3. In the File Info section, set Certified Copy to Yes.

4. Click Save.