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Managing your Etrieve forms

  • Go to Microsoft My Apps
    • Once you're on the My Apps page, you'll see the app for Etrieve
    • Clicking on the Etrieve app will take you directly into Etrieve
  • Complete and submit your form
    • Click on Forms
    • Click on the form you would like to submit
    • Complete the form
    • Submit the form using Submit at the bottom of the page
    • Add attachments using Attachments at the bottom of the page
  • Monitor the progress of your form
    • Click on Activity
    • Select the form you want to view
    • Use the History button at the bottom of the page to track the form
  • Incomplete forms will be stored in Drafts
    • You can return to Etrieve to complete and submit forms later
  • Sign out of Etrieve using the toggle menu in the upper right-hand corner

 Use the following formats for attachments: .jpg, .tif, .xps, .jpeg, .png, .tiff, .bmp, .gif

 If you have problems accessing Etrieve or uploading your documents, contact