How to view and upload User Documents?

Modified on Wed, 6 Nov at 12:21 PM

Step 1: 

Click on the Users navigation bar item, within the Administration section. 

A list of all users will show if there are any.

You can also use the search bar to search for the user as shown below.

Click on the User whose Documents need to be uploaded.

 

Step 2: 

On the menu at the top, click on Documents menu-item.

Step 3:

You will be taken to the below screen, which will list(if any) uploaded documents against the User.

To upload a document, click on the Upload document button located at the top right corner.

 

 Step 4: 

The Upload Document pop up screen will show as on below screenshot. 

Fill in the Title of the document. 

Add expiry date if its applicable. 

Provide description of the document. 

Select the file to be uploaded. Please note only .pdf, xls, jpg, png and xlsx files can be uploaded, and the maximum size is 10MB. 

Click on the Upload button.

 

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