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Uploading Files

The User Portal File Uploads feature allows end-users to securely attach and submit necessary documents—such as vehicle registrations, medical notes, or identity proofs—directly to their account. Its primary purpose is to centralize document collection, streamlining the verification process and reducing the need for users to email sensitive attachments to administrative staff. This article willis walkintended for OPS-COM administrators to help them understand and support the user-facing file upload workflow.

Setup and Configuration

This feature is a standard component of the user portal account management system.

Admin Side: Administrators must ensure that users are aware of when they need to provide supporting documentation for permits or appeals. Depending on your organization's workflow, administrators may need to routinely monitor user profiles for newly uploaded files.

User Side: Users access the document upload utility directly from their personal profile menu on the user portal dashboard.

Using this Feature

Administrators can use the following instructions to guide users through howselecting theyand canuploading uploada filesdocument throughto their account.

Uploading a Document

  1. Log in to the User Portal and click the user portal.profile name in the top corner of the screen.

    Quick Steps:
    1. Login

      Click Upload Documents from the drop-down menu to navigate to the 'UserAccount Portal'Uploads thenscreen.

      go to your 'Profile' menu and click 'Upload Documents'.

    2. Click 'the Select Files to Upload'Upload button to open your device's file browser.

    3. Select the specific file you wish to upload from your local device.

    4. Click the Upload File button to save the changes and selectinitiate yourthe file.upload.

    5. Click 'Upload

      Verify File'.that the file now appears in the list under the Uploaded Documents section on the screen.

    Step-by-Step

    The Instructions:

    system
      strictly
    1. Accessrestricts Yourfile Profile Menu: After logging into the 'User Portal', click on your name to access your profile menu and click on 'Upload Documents'.
    2. Gouploads to the Accountfollowing Uploadssupported Screen:formats: After.pdf, selecting.png, 'Upload.jpg, Documents',and you'll.jpeg. beIf directeda user attempts to theupload 'Accountan Uploads'unsupported screen.
      3. file
    3. Choosetype, Yoursuch File:as Onan Excel spreadsheet or a video file, the 'Accountsystem Uploads'will screen, clickreject the 'upload and display an error message.

      Available Actions and Buttons

      • Select Files to Upload'Upload: Click this button to trigger your device's native file explorer and selectbrowse for a document.

      • Upload File: Click this button to finalize the selection and push the file you want to upload.

      • Save Your Changes: Once you've selected the file,system clickserver 'Uploadfor File'storage.

        to save your changes.

      Best Practices and Considerations

      • Confirmation:Communicate You should now be able to youraccepted file underformats: 'UploadedEnsure Documents'users onare clearly informed about the 'Account Uploads' screen.

    Only the followingaccepted file types are currently supported for upload: (.pdf, .png, .jpg, .jpeg.jpeg) Ifbefore youthey tryattempt an upload. This proactive communication prevents user frustration and reduces unnecessary support inquiries regarding failed file uploads.

  2. Establish a verification protocol: Administrators should establish a clear internal routine for reviewing and verifying the documents that users upload. Because users can upload files autonomously, having a schedule to uploadverify unsupportedpending filesdocumentation (suchensures asthat videoswaitlist orapprovals Exceland files),permit youvalidations willare receivenot an error message.delayed.



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