Uploading files and templates is as simple as attaching documents to an email.
Administrators can create Document Requests that allow applicants to upload files in various sections, including the Pre-Application, General Application, Invoices, and Reports.
Additionally, administrators can upload templates for document requests and attach administrative documents within the Pre-Application, Documents, Financial, and Reports tabs.
Document Requests
Document requests completed by the applicant in the Pre-Application, Documents, Financial, and Reports tabs. Applicants choose to either upload a file from their device or an external link to fulfill the admin’s requests. All document requests marked as Required must contain a file before the applicant is verified to submit.
Document Request + Templates
Document requests that applicants download, complete, and upload back into the online application.
Administrative Documents
Internal documents uploaded by administrators to the individual application records.
How to Upload a File
- Locate the document upload section.
- Click the Upload button to begin.
- In the File Upload Window, enter a file description (a name for the file) and select an attachment type:
- File Upload – Upload a file from your computer.
- Link to File – Provide a static link to an externally hosted file (e.g., Dropbox, YouTube). Note: If the file is moved, update the link accordingly.
- Click Upload Now
Type of Attachments
File Upload
- Click the button to browse and select a file from your computer.
- Choose the file.
- Click Upload Now to complete the process.
Uploading a File via Link
- Obtain the shareable link for your file (for Dropbox, use the special “Share” link, not just the URL in the address bar).
- Copy and paste the link into the text field in the File Upload Window.
- Click Upload Now to attach the file.
Verifying Document Uploads
After uploading, confirm the file is successfully attached by clicking the link at the top of the File Upload Window. Clicking the link will initiate the download process on your device.