{"id":374,"date":"2017-08-09T22:25:59","date_gmt":"2017-08-09T22:25:59","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=374"},"modified":"2026-03-13T12:16:40","modified_gmt":"2026-03-13T18:16:40","slug":"how-do-i-upload-documents-to-my-application","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/how-do-i-upload-documents-to-my-application\/","title":{"rendered":"How do I upload documents to my application?"},"content":{"rendered":"<p><iframe title=\"ZoomGrants - Uploading Files\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/b0Ixkjss_Ow?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Uploading documents to your application is a snap and follows a process similar to attaching a document to an email.<\/p>\n<h2>File Upload<\/h2>\n<div class=\"content-body article-body\">\n<p>Click the\u00a0<strong>Upload<\/strong>\u00a0button next to a Document Request to open the\u00a0<strong>File Upload Window<\/strong>.<\/p>\n<\/div>\n<p>*If the <strong>Upload\u00a0<\/strong>button is missing from the application, this is an indication that you are accessing the <em>Preview <\/em>of your application.\u00a0 In this case, you will need to log in to https:\/\/www.zoomgrants.com\/login to access the editable application.<\/p>\n<div class=\"content-body article-body\">\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"917\" class=\"wp-image-2414\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-1024x917.png\" alt=\"\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-1024x917.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-300x269.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-768x688.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-50x45.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-60x54.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM-100x90.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-22-at-9.16.36-AM.png 1360w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>4 Steps to Uploading a File<\/h3>\n<p>In the File Upload Window, there are four\u00a0steps to upload\/attach a file\u00a0to your application:<\/p>\n<h4>1. Enter a file description.<\/h4>\n<p>This can be a short document title, a label that describes what the document is (IRS Letter, Scanned Receipts, Recommendation Letter, etc.), or a generic title.\u00a0<em>The file description does\u00a0<strong>not<\/strong>\u00a0needto match the file name on your computer.\u00a0<\/em><\/p>\n<h4>2. Choose the type of attachment.<\/h4>\n<p>You can either upload the file directly, meaning that we&#8217;ll take a copy of the file\u00a0on your computer and will put it onto our server, or you can provide a link to the file, if it is already stored on the internet somewhere, such as in cloud storage or on your website.<\/p>\n<h4>3. Choose the file to attach.<\/h4>\n \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">If you are uploading a FILE<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\t<\/p>\n<p><span class=\"wysiwyg-color-orange110\">Select a file to upload<\/span>. Click the \"Choose file\" button (depending on your browser, that button may say something else) to open up the window where you can locate and select that file from wherever it is stored on your computer. You will need to find that file in that window, then double click it or select it then click the \"Open\" button at the bottom of the window (again, depending on your browser, that button may say something else). That will tell the system what file you want to attach to your application.<\/p>\n<p><em><span class=\"wysiwyg-color-red\">NOTE: Uploaded files must be smaller than 4MB in size. Files that exceed this file size limit should be split into multiple documents or attached as a link (below) rather than an upload. <\/span><\/em><\/p>\n<p>\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">If you are providing a LINK to a file<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\t<\/p>\n<p><span class=\"wysiwyg-color-orange110\">Paste the link into the field. <\/span>If the file is on your website, provide the link that goes directly to the document. If the file is on cloud storage, get the link to the document.<\/p>\n<p><em>NOTE: After providing a link, do not remove or move the document from wherever it is in cloud storage. Doing so will prevent that document from being viewed. If you need to move the document, contact the administrator to let them know that the link will be rendered invalid. <\/em><\/p>\n<p>\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t\n<h3>4. Click the Upload button<\/h3>\n<h3>Confirming Your Upload<\/h3>\n<p>When the file has been uploaded\/attached, you&#8217;ll see a red confirmation message, like this:<\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/zoomgrants.zendesk.com\/hc\/en-us\/article_attachments\/205254488\/Screen_Shot_2016-02-08_at_3.25.26_PM.png\" alt=\"\" width=\"611\" height=\"50\" \/><\/p>\n<p>To test your attachment, click the link in the File Upload Window.<\/p>\n<p>If the file is a Word, PowerPoint, or Excel file, a preview will open in a new window. If the file is a PDF, it may open automatically or it may download onto your computer (depending on your browser settings). If downloaded, the download may require a blank page to be opened. You can close it once the file has downloaded. If it does not open automatically, check in your downloads folder to find the file.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Uploading documents to your application is a snap and follows a process similar to attaching a document to an email. File Upload Click the\u00a0Upload\u00a0button next to a Document Request to open the\u00a0File Upload Window. *If the Upload\u00a0button is missing from the application, this is an indication that you are accessing&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[38],"ht-kb-tag":[81],"class_list":["post-374","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-all","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=374"}],"version-history":[{"count":8,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/374\/revisions"}],"predecessor-version":[{"id":3793,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/374\/revisions\/3793"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=374"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=374"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}