- #Virginia tech templates for ms word pdf
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- #Virginia tech templates for ms word windows
The Authorized User can then click the link in the email, log in, click the ‘Approve’ or ‘Disapprove’ button, and hit ‘Save’. The message will include an attachment of the Word RFP form with the fields filled out, along with the backup documentation for the Authorized User’s review. The preparer and VTF Accounts Payable will be copied on the email.
Approving the RFP - After submitting the form, an email will go to the Authorized User asking them to approve the RFP. If you submit an RFP without a valid address, you’ll get an email response asking you to re-submit the RFP. You must include a valid VT email address of the person you’d like to approve (sign) the RFP. Attach the Word form by clicking ‘Upload File’ and selecting the just-saved file. Filling out the Web Form - Fill out fields pertaining to the RFP including the fund code, account code, vendor info, etc. #Virginia tech templates for ms word password
Then enter your username in the form of Use your Hokies account password and complete 2FA to access the form. If it asks, select ‘Organizational Account’. You will be re-directed to a Microsoft-hosted form and asked to log in with your Hokies account. Go to the Web Form and Log In - Navigate to.You’ll need to retrieve it again in a minute. Save the File - Now that the form has your backup documentation in it, save the file to a location you will remember.
#Virginia tech templates for ms word windows
Alternatively, Windows users can just drag and drop from File Explorer into the Word document. VTF AP will be able to open the file as it is. Use this option to insert a PDF, Excel sheet, other type of picture into the sheet. Use Insert > Object > Create from File > Browse. Insert a file on a blank page in the Word form. If you have an emailed receipt, using the screenshot method is quick and easy. #Virginia tech templates for ms word pdf
Use this feature if you used a scanner and have a PDF of the document. Open the picture, then in Word choose Insert > Screenshot > Screen clipping. Use a screenshot or snipping tool to copy the picture to your clipboard, then paste it into the form.Use Insert > Picture in the ribbon to select a picture file.
Insert the picture/scan on a blank page in the Word form. Use the office scanner as you normally would. Upload to your VT Google Drive or Microsoft OneDrive. Take a picture(s) of the receipt(s) if they are paper. ( Please make sure the Image(s) are legible, in English, and the totals are in U.S. In general, there a few common methods to do this. It is also highly dependent on individual preparers’ technology. Attach or Insert Pictures or Scans - This step is where the bulk of the RFP preparation happens. The form will be populated with your answers to the web-based form and other information pulled from our information systems. Ignore Template Form Fields - The form looks like a traditional paper form with fields, but do not try to fill the form out. #Virginia tech templates for ms word download
Download the RFP Template - Download the new Microsoft Word-based RFP form. VTF Accounts Payable will then process the RFP through their usual procedure. The Preparer, the Authorized User, and VTF Accounts Payable will receive an email confirming the submission. The Authorized User will click the link in the email, log in with their Hokies account, click ‘Approve’ or ‘Disapprove’, and then hit ‘Save’. Upon submission of the web form, this person will receive an email requesting approval. You will be asked for the email address of the Authorized User on the fund who will be approving the RFP. This is where you fill out the fields pertinent to the RFP. You will be presented with a web-based form. Log in with your Hokies account in the form of enter your password, and complete Duo 2FA. Save the form with pictures to your desktop or other desired folder. Attach or insert pictures or scans of the receipts or other backup documentation on blank pages of the form. DO NOT fill in the Word form fields they will be populated automatically. Download the new Microsoft Word-based RFP form. 
If a users do not have a Hokies account, they should talk with their IT staff about having one created. Do note, that in order to use this system, users must have a Hokies account. An overview as well as detailed instructions for submitting paperless RFPs are outlined below. The Virginia Tech Foundation now allows for paperless, electronic submission of Requests for Payment (RFP).
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