Uploading multiple files to a single supplemental form allows both organization administrators and customers to attach up to 20 supporting documents per form directly through their respective portals.
Admin site: Upload multiple files to a single supplemental form
Agency users can upload and attach up to a maximum of 20 supporting document files (maximum size 7MB per file) to a single supplemental form.
Online account: Upload multiple files to a single supplemental form
Consumers can upload and attach up to a maximum of 20 supporting document files (maximum size 7MB per file) to a single supplemental form, provided the status is not received and not overdue.
Admin site: Upload multiple files to a single supplemental form
Agency users can upload and attach up to a maximum of 20 supporting document files (maximum size 7MB per file) to a single supplemental form.
- Click People Tab
- Search for the desired customer
- Click View under the Current Season
- Click the Supplemental Forms tab
- Click Actions
- Click Manage uploaded files
- Note: Due to a platform limitation, each Agency user can only upload up to a total of 100 files per day.
- Perform one of the following actions to manage the files:
- Click +Upload more files to multi-select (hold the Ctrl key while selecting multiple files) and upload files
- Select one or more files and then click Delete to delete the selected files (restricted to Admin users only)
- Select one or more files and then click Download to download the selected files as a single zip file
- Click Save to submit and attach the listed files to the supplemental form
Online account: Upload multiple files to a single supplemental form
Consumers can upload and attach up to a maximum of 20 supporting document files (maximum size 7MB per file) to a single supplemental form, provided the status is not received and not overdue.
- Customer logs into online account
- Click UPLOAD FORM button
- Manage the consumer uploads using the portal tools:
- Click the SELECT FILE button to multi-select files (hold the Ctrl key while selecting multiple files)
- Review the counter showing how many additional files can be uploaded
- Click X next to a file to remove an unwanted file from the upload queue before submission
- Click SUBMIT to finalize the selected files
- Note: Once the uploaded files have been submitted, the supplemental form status updates to Form uploaded, and the consumer cannot upload or submit any additional files for that specific form
