Convert Files to PDF to Upload to WCAIS - Pennsylvania Web viewSelect a specific location on your computer where you would like to store and access the file ... The file will download

IMPROVEMENTS TO UPLOADING AND DOWNLOADING FILES

As part of a multi-step plan to permanently resolve the document viewing and printing issue, all documents uploaded into WCAIS will be accepted only in Portable Document Format (PDF) beginning in mid-March 2017. This document describes how to:

Convert Microsoft Word or Microsoft Excel files to PDF so that they can be uploaded to WCAIS

Download files from WCAIS via Internet Explorer, Mozilla Firefox, or Google Chrome

Additionally, a table of exceptions is provided below which highlights the areas within WCAIS where Microsoft Word or Microsoft Excel documents are still able to be uploaded.

NOTE: The instructions provided below were drafted for several different applications and browsers, although the steps may differ if you do not currently have access to the versions listed below. Please contact your organization’s IT department or the WCAIS Helpline at 1- 800-482-2383 or (717) 772-4447 for assistance with converting files to PDF and/or downloading files if the instructions provided below are not for your specific application or browser version.

TABLE OF CONTENTS

Convert Files to PDF to Upload to WCAIS.......................................................................................................2

Microsoft Word or Excel 2016........................................................................................................................2

Exceptions to PDF Conversion in WCAIS...................................................................................................4

Download Files from WCAIS.................................................................................................................................5

Microsoft Internet Explorer – Download a PDF File.............................................................................6

Microsoft Internet Explorer – Download a Microsoft Word or Excel File...................................8

Mozilla Firefox - Download a PDF File......................................................................................................10

Mozilla Firefox - Download a Microsoft Word or Excel File............................................................12

Google Chrome - Download a PDF File.....................................................................................................14

Google Chrome - Download a Microsoft Word or Excel File...........................................................16

Improvements to Uploading and Downloading FilesLast Updated 3/10/2017 Page 1 of 16

CONVERT FILES TO PDF TO UPLOAD TO WCAIS

This section provides step-by-step instructions to convert Microsoft Word and Microsoft Excel documents to PDF. Although the screenshots provided are for Microsoft Word, the instructions apply to Microsoft Excel as well.

MICROSOFT WORD OR EXCEL 2016

1. With your document open in Microsoft Word, select the File menu (top left-hand corner) from the Ribbon that displays across the top of the screen.

2. Select Save As from the menu that displays, and then press Browse.


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3. Select a specific location on your computer where you would like to store and access the file, rename the file if necessary.

4. Select PDF (*.pdf) from the Save as type drop-down menu, and then press Save. The new PDF version of the file is saved in the location you selected and is now ready to be uploaded to WCAIS.


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EXCEPTIONS TO PDF CONVERSION IN WCAISThis section provides information about those areas in WCAIS where Microsoft Word or Microsoft Excel documents may still be uploaded.

Program Area/Division

Action Document Type Accepted Document Type

BWC Self-Insurance Renewal Package LIBC-810 Claims Listing Microsoft Excel

BWC Self-Insurance Renewal Package Loss Year Table Microsoft Excel

BWC Self-Insurance Annual Contribution Worksheet

LIBC-350 Annual Contribution Worksheet

Microsoft Excel

BWC Self-Insurance Group Annual Report Claims Loss Year Tables Microsoft Excel

BWC Self-Insurance Group Annual Report LIBC-810 Claims Listing Excel Template

Microsoft Excel

BWC Self-Insurance Group Annual Report Surplus Exhibit Microsoft Excel

BWC Self-Insurance Rate Filing for Group Self-Insurance

LIBC-351 Expense Loss Cost Multiplier Worksheet

Microsoft Excel

BWC Self-Insurance Rate Filing for Group Self-Insurance

LIBC-352 Expense Loss Cost Multiplier Worksheet Deviating

Microsoft Excel


DOWNLOAD FILES FROM WCAIS

This section provides step-by-step instructions to download files from WCAIS. The steps differ based on Internet browser, file type, and whether or not the document or correspondence has multiple attachments.

Download Scenario 1 – Documents/correspondence without attachments: Selecting the Document Type link will begin the download process.

Download Scenario 2 – Documents/correspondence with attachments: Selecting the Document Type link will load the View Correspondence screen from which you can select to download each individual document. As needed, you will repeat the steps provided below to download each file listed on the View Correspondence screen.


NOTE: If you attempt to download a PDF file from WCAIS and it replaces your WCAIS session in the Internet browsing window, download and save the file to your computer before logging back into WCAIS. To keep the PDF file from overwriting your WCAIS session, please contact your organization’s IT department or the WCAIS Helpline at 1- 800-482-2383 or (717) 772-4447 for assistance with removing the Adobe PDF Reader plug-in or add-on from your selected Internet browser. This will then force PDF files to automatically save to your computer instead of opening in your browser window.

MICROSOFT INTERNET EXPLORER – DOWNLOAD A PDF FILE

VERSION 11.0.9600.18537

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Letter to the Judge). The PDF file will open in a new tab or window of your Internet Explorer browser.

NOTE: This document is not currently saved to your computer. If you want to reference it in the future without accessing WCAIS, utilize the instructions provided below.


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2. Press the Save icon in the Adobe Viewer window. The Save As pop-up window displays.

3. Select a specific location on your computer, rename the file, and press Save.

NOTE: The file will download with a generic name (e.g., DocumentContentHandler.pdf). When selecting the location on your computer, you may also want to rename the file with the Document Type and Matter Type (e.g., Letter to Judge_Claim XXXXXXX).

NOTE: To open and view the document outside of your Internet Explorer browser once it is saved to your computer, navigate to the area where the file was saved.

4. Press X to close the Internet Explorer browser tab or window where the PDF file originally displayed to return to your prior WCAIS session.


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MICROSOFT INTERNET EXPLORER – DOWNLOAD A MICROSOFT WORD OR EXCEL FILE VERSION 11.0.9600.18537

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Request Proof of Service). A new window and Internet Explorer pop-up window displays.

2. Press Open. The file will open with the appropriate software (e.g., Microsoft Word, Microsoft Excel, etc.).

NOTE: This document is not currently saved to your computer. If you want to reference it in the future without accessing WCAIS, use the software’s save functionality and


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select a specific location on your computer. When saving the file to your computer, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Request Proof of Service_Claim XXXXXXX).

OR

Press Save As, and then select a specific location on your computer where you would like to store and access the file, rename the file, and press Save.

NOTE: The file will download with a generic name such as Document.docx or Document.xlsx. When saving the file to your computer, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Request Proof of Service_Claim XXXXXXX).

3. Press Open in the Download bar that displays at the bottom of the screen to view the file with the appropriate software.


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MOZILLA FIREFOX - DOWNLOAD A PDF FILE

Version 50.1.0

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Letter to the Judge). The PDF file will open in a new tab or window of your Mozilla Firefox browser.


2. Press the Download icon in the Adobe Viewer window. A pop-up window displays.


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3. Select the Save File radio button and press OK to download the file to a folder on your computer. The progress of the download displays in the Mozilla Firefox browser bar. When the Download icon turns blue, the document is ready to be accessed.

4. Press the Download icon and then select the document from the drop-down list. The file will open in Adobe Reader on your computer.

NOTE: The file is currently saved to a download folder on computer with a generic file name (e.g., Document.pdf). To save the file to a different location, use the software’s save functionality and select a specific location on your computer. When saving, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Letter to Judge_Claim XXXXXXX).

5. Press X to close the Mozilla Firefox browser tab or window where the PDF file originally displayed to return to your prior WCAIS session.


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MOZILLA FIREFOX - DOWNLOAD A MICROSOFT WORD OR EXCEL FILE

Version 50.1.0

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Brief Proof of Service). A new pop-up window displays.

2. Select the Open with radio button, select the appropriate application (e.g., Microsoft Word, Microsoft Excel, etc.) from the drop-down menu, and press OK to view the file.

NOTE: This document is not currently saved to your computer. If you want to reference it in the future without accessing WCAIS, use the software’s save functionality and select a specific location on your computer. When selecting the location on your computer, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Brief Proof of Service_Dispute XXXXXXX).

OR


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Select the Save File radio button and press OK to download the file to a folder on your computer. The progress of the download displays in the Mozilla Firefox browser bar. When the Download icon turns blue, the document is ready to be accessed.

3. Press the Download icon and then select the document from the drop-down list. The file will open in the appropriate application (e.g., Microsoft Word, Microsoft Excel, etc.).

NOTE: The file is currently saved to a download folder on computer with a generic file name (e.g., Document.docx). To save the file to a different location, use the software’s save functionality and select a specific location on your computer. When saving, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Brief Proof of Service_Dispute XXXXXXX).


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GOOGLE CHROME - DOWNLOAD A PDF FILE

Version 55.0.2883.87

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Letter to the Judge). The PDF file will open in a new tab or window of your Google Chrome browser.


2. Press the Download icon in the Adobe Viewer window. The Save As window displays.


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3. Select a specific location on your computer, rename the file, and press Save.

NOTE: The file will download with a generic name (e.g. Document.docx). When selecting the location on your computer, you may also want to rename the file with the Document Type and Matter Type (e.g., Letter to Judge_Claim XXXXXXX).

4. To open and view the document in Adobe Reader, navigate to the area where the file was saved on your computer or select the document in the Download bar.

5. Press X to close the Google Chrome browser tab or window where the PDF file originally displayed to return to your prior WCAIS session.


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GOOGLE CHROME - DOWNLOAD A MICROSOFT WORD OR EXCEL FILE

Version 55.0.2883.87

1. After accessing a screen from which a document or correspondence is available to download, select the Document Type link (e.g., Request Proof of Service). The document will download and display in the Download bar at the bottom of the Google Chrome window.

2. Select the document from the Download bar to open. The file will open with the appropriate software (e.g., Microsoft Word, Microsoft Excel, etc.).

NOTE: This document is not currently saved to your computer. If you want to reference it in the future without accessing WCAIS, use the software’s save functionality and select a specific location on your computer. When selecting the location on your computer, you may also want to rename the file with the Document Type and Matter Type before saving (e.g., Request Proof of Service_Claim XXXXXXX).


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