Uploading a Document

Introduction

This article provides step-by-step instructions on how to upload a document to a profile, application, license/registration, or renewal within the Register module.

For this article we are providing steps for how to upload via the individual licensee’s/registrant’s Profile & Application.

Steps to Upload a Document

1. Select any Module from the Module Selector.
   For this article the Register module will be used as an example.
   
2. Open the Menu with (hamburger icon) in the upper left and select an option.
   -Applications
   -Licenses
   -Registrations
   -Renewals
   -Etc.
   
3. Locate the record that you'd like Upload a File to.
4. Double click on the record to open it.
5. Navigate to Files link under Files & Activities 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.

Below are two examples of workflows:

• Uploading a document as a file specifically associated with a Profile. (Person Profile)
• Uploading a document as a file specifically associated with an Application. (License/Registration Application)

Profile - Document Upload:

• From the Register Module, select the Profiles option under Individual Registration.
• Locate the Profile of interest and open the record by double-clicking on the row for the Profile.
• Select the Files option under the Files & Activities heading in the navigation menu.
• Select Upload icon (cloud with arrow up), locate file to upload from your device, and select Open button.
• The file name displays once uploaded. You can double-click the document to view the upload.

Application - Document Upload: 

• From the Register Model select the Applications option under Individual Registration.
• Locate the Application of interest and open the record by double-clicking on the row for the Application.
• Navigate to Files option under the Files & Activities heading in the navigation menu.
• Select Upload icon (cloud with arrow up), locate file to upload from your device, and select Open button.
• The file name displays once uploaded. You can double-click the document to view the upload.