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How to upload forms

Key Functions

  • Uploading Forms
  • Deleting Uploaded Forms
  • Uploading forms using the Common Tool

Uploading Forms

  1. Click the 'Add New' dropdown.
  2. Select 'Documentation or Attachment'.
  3. From the pop up, select whether you want to upload a form as a Documentation or Attachment.
  4. Select the file you want to upload using the 'Upload' section.
  5. When the document is uploaded, click next.
  6. Select the folder you want to allocate the document to and click 'Add File(s)'.
  7. The file will appear in the folder selected.

Deleting Uploaded Forms

  1. Click the checkbox on the uploaded form you want to delete.
  2. Click the 'Actions' drop down menu and select 'Delete'.

Uploading using the Attachment Common Tool

Check out this guide on using the attachment common tool.