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Working with SOAR Online Course SSA Forms

Here is some helpful information if you are having trouble filling out and saving the SSA forms for the SOAR Online Course.

Saving and Completing SOAR Online Course Forms

Step 1:  Get Adobe

  1. You must have the most recent version of Adobe Acrobat Reader.

Step 2: Save the blank SSA forms to your computer

  1. Use only the forms that are provided on the “Meet Your Client” Practice Case page at the end of Class 1.  Look in the “Practice Case Materials” box.
  2. Right-click on each file, choose "Save Target As" or "Save Link As," and save in an easily-accessible location on your computer.
  3. If the file opened in the process of saving it, close it

Step 3: Open the form when you are ready to fill it out

  1. Open the file from the saved location on your computer using Adobe.
    1. PC users: Does it look like you are viewing the form in a web browser? You may need to right-click on the filename and choose "Open with Adobe Acrobat Reader". 
    2. Mac users: Preview will not allow you to complete all the forms. If Adobe is also not working, you may need to open the forms using your browser. Right-click on the filename, choose “Open with” and select your browser. 

Step 4: Fill out and save the completed forms on your computer

  1. Type information into the forms and save your changes as you go.
  2. You may have to choose "Save As" and change the filename after entering information. (This is a good opportunity to add "Completed" or something similar to the filename so you can distinguish it from the blank forms you saved).
  3. Mac users (If completing the form in your browser): You will need to complete the form in one sitting, Once complete, use the print feature and set the destination to “print to PDF” to create a new completed version of the form.

Step 5: Upload completed forms when prompted on a Practice Case page

  1. Click “Choose File," to find and select the completed form saved on your computer. 
  2. Once you have uploaded all required forms for the Practice Case page, click “Submit."
  3. If you upload an incorrect file, you can delete your submissions and re-upload the correct versions.

Step 6: Confirm the form uploaded correctly

  1. Under "Step 3: Upload Completed Files" click on the files you have uploaded to view them.

Still not working?  Please contact us at or 518-439-7415 x2.


October, 2016

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Online Course