Uploading Documents

This feature is available for only registered business-to-business customers.

If you access the Upload Document form using the Documents option on the portal Activity menu, then the document you upload is automatically associated with your customer record in our system. If you access the Upload Document form using the in-context Documents link for a specific record on another portal page, then the document you upload is automatically associated with that record in our system.

To upload a document:

  1. Open the Documents page or access the in-context Documents function for a specific record.
    Note: Not all portal records can have documents attached. A Documents link is provided wherever a record can have documents.
  2. Click Add Document. On a mobile device, tap the add (+) icon.
  3. Specify this information:
    Document Name
    Specify the name of the document file that is to be uploaded.
    Description
    Optionally, specify a brief description of the document file.
    Document Type
    Select a document type. The types are created by the our system administrator.
    Revision
    Optionally, specify the version of the document file.
    Start Date
    Optionally, select the earliest date that the uploaded document can be accessed on the website.
    End Date
    Optionally, select the latest date that the uploaded document can be accessed on the website.
  4. Click Continue and then Upload Document. A form opens for finding and uploading the file.
  5. Find the file to upload and click Open. The document is uploaded with a status of Pending. We are automatically notified that the document has been sent to us. We will review the document and set it to Approved if it should be accessible and viewable during the effective period for authorized users of your account.

    After we set the document to Approved, you can check it by going to place in the portal where the document was added. If it was added on the Documents page, you can find it there. If it was added in-context for a specific record, you can go to that record and click the Documents link to find it.

Parent topic: Documents