Who is this article for?
Client AdministratorsClient 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.