View and Add User Documents

View your user documents

 

  1. Select Home on the left-hand menu.
  2. Select My Profile to the right of your name on the Dashboard.
  3. Select Documents.
  4. Select View next to the document you want to view. You can select the arrow next to the View button to Edit the selected document.

 

 

Add User Documents

Given the correct permissions, you may be able to add and edit your own user documents. 

  1. Select Home on the left-hand menu.
  2. Select My Profile to the right of your name on the Dashboard.
  3. Select Documents
  4. Select Add next to the document you want to add.
  5. Complete the information requested, which varies depending on the type of user document.
  6. If the user document has an expiration date, select Expires On and enter the date.
  7. If you need to include a file, click the Select File button next to Upload File and locate the file you want to include for this user document.
  8. Select Save.

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