To maintain organized records for each participant, you can upload documents directly to their profile within the system.
To do this:
Go to the Participants page and double-click the participant's name to open their profile.
Navigate to the "Documents" tab and click "+ New Document".
You'll see a "Select or Drag and drop" field. Drag the desired document from your computer and drop it into this field.
Complete the following details for the document:
-Select the document type.
-Choose the relevant plan date to associate the document with.
-For "Portal Access," check the box if you want team members with "View Document" permissions to be able to see the document. (Refer to "Grant Permission to a Team Member" for more information on permissions.)
Note : Team Member pertain to the Participant's Team, not within your organization.
4. Click "Submit" to save the document to the participant's profile.
You can also access and view documents directly on the Invoice Page. Just go to the Invoice and select 'Documents' from the top bar. When an invoice is assigned to a specific participant, all related documents will automatically be loaded and displayed in this section.
