How do I add and download documents from a record?

Uploading a document to a record

  1. Find the tab on the record titled Documents.
  2. Click Add.
  3. Assign a name and type (personal or administrative) to the document. Upload the document from your computer.
  4. Click Add.

All set! The document has been uploaded to the digital record successfully.


Downloading a document from a record

  1. Click the View button.
  2. Press the Download button.
  3. Check the box corresponding to the document you are interested in downloading. You can download multiple documents at once.
  4. Press Continue.
  5. Save the document to your device.