Uploading Documents to an Existing Request

Modified on Mon, 10 Jul, 2023 at 11:52 AM


1. Log in to your account

2. Click on My Requests

Click on My Requests

3. Click on the Request you need to upload a document to

Click on the Request you need to upload a document to

4. Click on the Documents tab (* The Documents and Communications sections are disabled once the case is assigned and accepted for processing.)

Click on the Documents tab (* The Documents and Communications sections are disabled once the case is assigned and accepted for processing.)

5. Click on Upload Document

Click on Upload Document

6. Choose your file to upload; it must be in a .docx or .pdf format. Then click Open

Choose your file to upload; it must be in a .docx or .pdf format. Then click Open

7. Your file is ready to upload

Your file is ready to upload

8. If your document contains Protected Health Information, use the check box before clicking Upload to limit access to it

If your document contains Protected Health Information, use the check box before clicking Upload to limit access to it

9. When you are ready, click the Upload Document button

When you are ready, click the Upload Document button

10. When complete you will see an announcement that your file has been uploaded at the top of your screen

When complete you will see an announcement that your file has been uploaded at the top of your screen

When complete you will see an announcement that your file has been uploaded at the top of your screen

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