Uploading a document

Use the Documents screen to upload a document and file it under a document type.

1. Documents — Open Documents from the menu.

2. Upload Document — Click Upload Document at the top right of the page.

3. Document Type — Pick the kind of document — only document types your company set up appear here.

4. File — Choose your file. Accepted: PDF, JPG, PNG. Max size: 5 MB.

5. Upload — Send the file. It appears in the list once it’s done uploading.

Steps

1. Open Documents from the Self-Service menu.
2. Click Upload Document. The Upload Document dialog opens.
3. Choose a Document Type from the dropdown.
4. Under File, choose the file from your device. Accepted formats are PDF, JPG, and PNG, up to 5 MB.
5. Click Upload.

What you'll see

A confirmation appears and the document is added to your list on the Documents screen.

Note

If you upload a new file for a document type you already have on file, it replaces the previous one.

Troubleshooting

• The upload is rejected — check that the file is a PDF, JPG, or PNG and within the size limit, and that you selected a document type.