Uploading within the Participant Documents tab
Go to Participants, then locate and double-click the participant’s name to open their profile.
Open the Documents tab and click + Upload Document.
Drag and drop your file into the upload area, or click Select File to choose from your computer or laptop. The maximum file size is 10MB.
Once the file is added, complete the document details:Document Name will auto-fill based on the file name, but you can update it if needed (it’s recommended to keep the correct file extension included at the end of the document name (for example:
.pdf,.png,.jpg)
Select the appropriate Document Type.
Choose a Plan Date if applicable (you can still upload without linking a plan).
Toggle Allow participant portal access if you want the participant or permitted team members to view the document in the Portal. (Refer to "Grant Permission to a Team Member" for more information on permissions.)
4. Once everything looks good, click Upload and you’re all set!
Upload or view documents from an invoice
You can also manage documents while working on an invoice. Just open the invoice and go to the Documents tab at the top.
If the invoice is linked to a participant, their documents will automatically show in the Documents tab making it easy to view existing files or upload new ones without leaving the page
