Adding a Document

Documents can be added to an application for reference purposes. You can upload a document from your computer or save a document to the application using an available communication template from the system.

There are two ways to add documents to an application: by uploading a file from your local computer, or adding a document from a communication template in the system.

All instructions below take place from the Documents tab on the Applicant Details page. Make sure the Additional Documents link is selected.

Note: Attachments are limited to files type of .doc, .docx, .pdf, .htm, .html, .rtf, .txt, .xls, .xlsx, .ppt, .pptx.

Note: There is a limit to the size of files you can attach to an application. However, the allowable file size for each client is configurable - please check with your system administrator to determine your own site's limits.

  1. Click Add Document from Computer, located above the Documents table, to display the Add Document from Computer modal window.

    Tip: You can also select the Add Document from Computer option from the Take Action menu.

  2. Click Upload Document.
  3. Browse for and select the document you wish to upload from your computer.

  4. Check the box for any managers who need to see the new document.

    Note: Only managers that have access to the applicant appear as options.

  5. Check the Send notification email option to notify the selected managers that a new document has been uploaded.
  6. Click Save.

  1. Click Add Document from Template, located above the Documents table, to display the Add Document from Template modal window.

    Tip: You can also select Add Document from Computer from the Take Action menu.

  2. Select a template from the drop-down list.
  3. Type in a Name for the document, if necessary.
  4. Make edits to the document text in the text editor as necessary.

  5. Check the box for any managers you want to see the new document.

    Note: Only managers that have access to the applicant appear as options.

  6. Check Send notification email to notify the selected managers that a new document has been added.
  7. Click Save.

Using either method, the page reloads after clicking Save and a message displays stating the document has been successfully saved to the application(s). The document now displays in the Document table under the Additional Documents heading.