Uploading Files

This article will walk users through how they can upload files through the user side.

Quick Steps:

1. Login to the User Portal then go to your profile menu and click Upload Documents.
2. Click Select Files to Upload and select your file.
3. Click Upload File.

Step-by-Step Instructions:

1. Access Your Profile Menu: After logging into the User Portal, click on your name to access your profile menu and click on Upload Documents.
   
2. Go to the Account Uploads Screen: After selecting Upload Documents, you'll be directed to the Account Uploads screen.
3. Choose Your File: On the Account Uploads screen, click the Select Files to Upload button and select the file you want to upload.
4. Save Your Changes: Once you've selected the file, click Upload File to save your changes.
5. Confirmation: You should now be able to your file under Uploaded Documents on the Account Uploads screen.

Only the following file types are supported for upload:

• • .pdf

  • .png

  • .jpg

  • .jpeg
    If you try to upload unsupported files (such as videos or Excel files), you will receive an error message.