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  1. On the Navigation menu, point to Company profile and click Users.

  2. Select the user for whom you need to upload a document, and the click Documents.

  3. On the Documents tab, click Upload. The Upload New Document window appears:

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4. Specify the following information:

  • Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, visa, letter of attorney or other.

  • Validity period. Specify the starting and ending dates of validity of the document being uploaded.

  1. To upload a file from your PC,

    • In the Upload file group, click Add.

    • Browse to the document you want to upload.

    • Click Open.

  2. To upload a file from the external web-source,

    • Click Upload via link to expand the form.

    • Click Add. The URL bar appears.

    • Enter the location of the file on the Internet into the URL bar.

5. Click Upload. The file appears in the list of uploaded documents.
6. Click Save.