Uploading documents to users profiles

Who is this article for?

 Client Administrators

  Client Managers

  This article will guide you through how to upload documents to a user's profile. 

Users can have documents uploaded to their profiles as part of an audit trail.

Please note you can only upload the following format: Word, Excel/Csv, PDF or JPEG with the file size not exceeding 3Mb.

 You will need to go to the the user's profile and you will need to select 'View/Upload Docs'

From this page, you can now click Select to choose the file from your computer.  There is a description box to accompany the file you are adding.  Then click Upload Document.