Skip to main content
Add Documents
Human-Focus avatar
Written by Human-Focus
Updated over 3 months ago

In the middle column you can add content to your e-Checklist. To Add Documents:

  1. Select the Documents option

    • Current Bank shows the documents on this e-Checklists

    • Full Bank shows the overall documents created and used on your account

  2. Use the search option to easily locate previously used documents

  3. Select the + symbol to upload new documents

  4. Fill in the form as requested

  5. Select Browse File to locate the document file on your device and upload

      • The system supports PDF format files up to 20MB

  6. Select Save to save and upload your file

4._Add_Document.gif
Did this answer your question?