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GPTE Uploading User Documents

GPTE Uploading User Documents

Owned by Cate Tupchik
Last updated: Oct 30, 2024 by GP Support Admin
1 min read

You can upload and save different types of documents relating to a user profile, e.g. passport, photos, signatures, visas, etc. It helps you to store the information in the system and have the immediate access to the documents at any time.

To upload a new document,

  1. In the My Company menu click Users.

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

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

User docs.png

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.

To upload a file from your PC,

  • Click in the Document field.

  • Browse to the document you want to upload.

  • Click Open.

Click Save. The document is uploaded.
5. Click Save.