Document and File Management

Adding Documents

To add a Document to a Profile go to the Profile menu and select the Documents tab.

To upload your document, click the Upload button and you will get presented with our file picker.

Here you can choose which file from either your local device or one of the other sources indicated by the icon on the left. You can also drag and drop one or more files onto this box.

If you have an iPad or are on a mobile, you are also able to take a photo directly from your device.

Once you have selected your file(s), there will be an Upload button. Press this and the document will be securely sent to our servers and appear in the documents list.

Drag and Drop

You can also drag and drop files directly from your computer. If you drop them onto the appropriate section they automatically get uploaded to that section. If you drop them onto the Documents Tab they will be uploaded without an allocated section category.

Document Sections

When Documents are in a specific section there will be an icon that looks like a file with a counter next to it to denote how many Documents are within the section. 

To view the documents simply click on the icon that appears in the section.

You can also delete the Document by clicking Delete.

Filtering Documents

If you need find a specific document quickly, you can use the filter bar at the top of the page to filter by Section Type, Document Type or Upload Date


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