Load Document (Debit Order Umbrella Fund)

This functionality allows for the uploading of documents for the member.

 

Click Document on the sub-menu on the left.  The Document Upload screen will be displayed.

 

 

This screen facilitates the uploading of documents for the member.

 

Capture data as follows:

 

Document Type

Select a type of document to be uploaded from the drop-down list, e.g. Claim Form.

Comment

Capture any free-form text about the document to be uploaded.

Please select a file to Upload

Click BROWSE.  This will allow you to search the available drives (user network or local) for the file to be loaded.

 

 

Highlight the required file, then click OPEN.

 

Note:

Only files with txt, PDF, HTM, HTML, Doc or Docx extensions can be uploaded.

 

Once the necessary data has been captured, click SUBMIT.

 

The following message on the screen will confirm that the upload has been successful:

 

File Upload successful