This guide provides step-by-step instructions on how to upload a document to an application, profile, and registration within the Register module. There are multiple ways you upload documents – we are providing steps for how to upload via the individual licensee’s/registrant’s Profile & Application.
1. Select Register module from the grid icon/app tray.
2. Select navigation menu (hamburger menu icon).
3. Profile Document Upload:
Select Profiles topic under Individual Registration.
4.Locate your client and open the record by double-selecting the blank space or highlight the record and select the pencil icon.
5. Select the Files link under Files & Activities in the navigation menu.
6. Select Upload icon (cloud with arrow up), locate file to upload from your device, and select Open button.
7. The file name displays once uploaded. You can double-select the document to view the upload.
8. Application Document Upload:
To upload documents to an Application, navigate to the Applications topic from the navigation panel under Individual Registration.
9. Locate your client and open the record by double-selecting the blank space or highlight the record and select the pencil icon.
10. Navigate to Files link under Files & Activities navigation menu.
Follow steps 5 & 6 to upload a document under the Application.
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