Travis Software Official Blog

On Sunday, January 4, 2008, we added a new feature to WebCOBRA that allows most users to upload a document for a QB Group from the History tab.

If you’ve ever wanted to upload a scanned version of a signed enrollment form or any other documentation that you’d like to have for future reference, now you can!

To upload a document for a QB Group:

1. From the History tab, select Upload Document on the bottom of the page.

2. Browse to find the document you wish to upload, select Save Document File.

3. If the file was saved correctly, you will see “Your file was saved Correctly.”

4. Select the Close button.

5. The History page will then reload and you will see your uploaded file.

The record for the newly uploaded document will show the Effective Date it was uploaded, the User who uploaded the document, the the Item with the description you have entered, and under Change it will state Uploaded, along with the date it was uploaded with a link to view the document.

Only site users will have the ability to upload scanned .pdf documents. If you previously did this using our WebCOBRA Scanner application, it will still work, but you may find this process easier and more convenient to use.

This product enhancement came directly from you off of the Travis Ideabook. Thank you for your Ideas, and if you haven’t started using the Ideabook yet, sign-up and start voting!