Attaching a document

The Documents tab is used to upload a document to an institution.

  1. On the Documents tab, access Actions > Create.
  2. Type a description for the document.
  3. Click the icon in the Attachment field to select the document you want to upload.
  4. Optional. Type a title for the document.
  5. Click Browse and search for the document you want to upload.

    The File Type field will automatically be populated based on the type of document you opened.

  6. Click OK and click Save.