For interpreters🗓️ Your Work

Manage your documents

Keep a private document vault, fulfill agency document requests, and read & acknowledge agency policies.

My Documents is a private vault for your work files: certifications, a W-9, insurance. Nothing is shared with an agency until you choose to fulfill a request, so your vault stays yours.

Watch the walkthrough

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A private vault, agency requests and policies. · Open in a new tab

Step by step

  1. 1Click "Home" in the sidebar and open the "Documents" tab. The page itself is titled My Documents.
  2. 2Under "Add a document," upload a file (PDF, Word, or image, up to 20 MB), give it a name and category, add an optional expiration date, and click "Add to vault."
  3. 3When an agency asks for a document, it appears at the top under "Document requests." Click "Fulfill," pick the matching file from your vault to share it, or click "Decline."
  4. 4A shared document shows as "submitted, awaiting review" until the agency accepts it; you can "Withdraw" it before then.
  5. 5Under "From your agencies," open any policy or form your agency pushed; for ones that need it, click "Acknowledge" after reading.
  6. 6Under "Uploaded by your agencies," you'll find copies of your documents that an agency uploaded for you, like a flu shot record you handed them on paper. They count toward that agency's requirements already. Click "Save to my vault" to keep your own copy.
  7. 7Several requests at once? Click "Answer N at once". Each request is matched to your newest valid document of the same kind; check the pairs, untick any you'd rather send separately, and share them in one go.
  8. 8Premium: for an agency that isn't on OneTerp, use "Share with an agency not on OneTerp" to make one private link to the documents they asked for. It lasts 7, 14 or 30 days, shows how many times it was opened, and you can turn it off at any time.

Tips

  • Your vault is private. An agency only ever sees a document after you fulfill a specific request with it.
  • If an agency uploads its own copy of something it asked you for, that request closes and drops off your list, so you don't need to send it too.
  • When an agency uploads a copy of one of your documents, you get an in-app notice. The copy belongs to that agency's file on you, not your vault, so save it if you want to keep it. If you stop working with that agency, its copies no longer show here.
  • Stop sharing anytime: under "Shared with agencies," click "Stop sharing" to revoke a file you sent.
  • Add an expiration date to time-sensitive documents (like a certification) so your agency's compliance tracking knows when it lapses.
  • Keep documents free of consumer information. They're for your credentials, forms, and policies.
  • A document request notification, or a compliance reminder email from your agency, opens this Documents tab directly.
  • My Documents is free. It is separate from the CEU certificate vault, which keeps a certificate with each CEU you log.
  • Tax forms (a W-9) can never be shared by link, because they carry your SSN or EIN. Send one only to an agency on OneTerp, through its request.
  • New document types: liability insurance certificate, background check and HIPAA training certificate, each with its own expiry date.

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