Submitting documents

Submitting documents to myCB can be achieved three ways: via upload, fax, or mail. This guide will cover all three options. If you need any further assistance, please go online to CastleBranch.com, or call 888.723.4263

UPLOADING DOCUMENTS

The most efficient way to submit. Uploading your documents through myCB is not only secure, but ensures faster processing time.

Options for Digitizing Your Document

• Take a picture
• Use the myCB app
• Scan your document
• Utilize a local FedEx, UPS, Library, or University’s resources

SUBMITTTING THROUGH myCB

• Click To-Do Lists within the myCB panel on the left
• Expand the requirement you wish to upload
• Click Browse next to Your Computer or Flash Drive
• Select file(s) needed, one at a time
• Hit Submit

Note: Document removal may only happen before submission. Make sure you have attached the correct file name(s) before submitting. To remove a document, simply click Remove Document and re-attach the correct version.

All Documents uploaded are stored in your Document Center for future use.
To attach a previously uploaded document to a requirement, follow the same steps and then click Browse next to My Documents.

REPLACING REJECTED DOCUMENTS

• Read the rejected reason
• Re-upload using the same steps above

The two most common rejection reasons are missing information and illegible documentation. Make sure your documents are easily legible and contain their essential information, such as: signatures, physical exam dates, vaccination dates, or titer collection dates.

FAXING DIRECTLY TO REQUIREMENTS

Following the steps below will result in your documents automatically attaching to their specific requirements, designated by their included cover letters.

Print Cover Letters

• Click To-Do Lists within the myCB panel on the left
• Expand the requirement you wish to upload to Click Download at the bottom
• Read and close the warning prompt
• Print the cover letter
• Follow the directions on the cover sheet
• Repeat for all requirements to be faxed

FAXING TO DOCUMENT CENTER

Following the steps below will result in your documents going into your myCB document center, where you will need to attach them to each requirement individually.

Print Cover Letter

• Click Document Center within the myCB panel on the left
• Click Print/Fax Mail Cover Sheet on far right
• Read and close the warning prompt
• Print the cover sheet Follow the directions on the cover sheet
• Faxed documents will display under My Documents within the Faxed folder

Submit Through myCB

• Click To-Do Lists within the myCB panel on the left
• Expand the requirement you wish to upload
• Click Browse next to My Documents
• Choose the Faxed folder
• Pick document needed
• Hit Submit

MERGING FAXED PAGES

If submitting more than one document to a requirement, you have the option to merge them together.

To Merge Pages

• Click Document Center
• Find the Faxed/Mailed Documents folder
• Select one file you wish to merge with another
• Click Add PDF to Merge Queue
• Repeat until all pages you wish to merge are queued
• Select Merge These Documents at the top right
• All merged files can be found in the Merged Files folder.

MAILING DOCUMENTS TO CASTLEBRANCH

Follow the steps below to mail documents to CastleBranch for review.

Print Cover Letters

• Click To-Do Lists within the myCB panel on the left
• Expand the requirement you wish to mail in
• Click Download at the bottom
• Read and close the warning prompt
• Print the cover letter
• Repeat for all requirements to be sent in
• Mail to: CastleBranch 1844 Sir Tyler Drive Wilmington, NC 28405 Attn: TDL Document Center

Note: Pages mailed to CastleBranch should be ordered accordingly:

• Cover letter A, document A
• Cover letter B, document B