1. Go to the contractor’s records and click
.
2. Click the ‘view’ button next to the worker you want to add documents for.
3. Select
and click on the ‘Upload on Behalf of’ button.
Note: If the wrong document has been uploaded and is still awaiting approval, you can remove the document by clicking ‘Delete’ (2).
4. You will be taken to the upload page, where you should take the following steps.
a) If the file has a valid from date, you can enter it here. (1)
b) If the file has an expiry date, you can enter it here. (2)
c) If the document does not have an expiry date, this checkbox must be selected. (3)
d) This will default to the document you selected to upload. (4)
e) Drag and drop the file here or click it to select from your computer. (5)
f) If you want to add multiple categories for this document, click on
and repeat steps (1)–(3), while selecting a different category each time.
g) Add a comment if needed. (6)
h) Click ‘Upload File’. (7)