In the event you need to upload documents on behalf of your applicant conduct the following steps: 

Please be aware that when you cursor over any buttons in the platform you are informed of what that button does.

  1. From the Home Page, find and click on the Case # for the specific applicant you are uploading documents for 
  2. Click the Documents Icon on the left panel Navigation bar (3rd icon down)
  3. Next click the Upload Document button (3rd button next to Batch Actions)
  4. Now, click on or drag and drop files on to the upload box on the left side
    1. Note that a maximum of 5 files can be uploaded at once
    2. Accepted file types include: jpg, doc, xls, pdf, zip, csv,  docx, xlsx, odt, txt, rtf
  5. Select the files you want uploaded for the applicant and click Open
  6. Lastly, select Document and Validity type from the corresponding dropdowns, for each of the files that were uploaded as well as add any comments you feel necessary per file
  7. Finally, click the Upload button at the bottom of the screen to finalize uploads for the applicant