Load Documents (Clients)

This facility allows you to upload documents for a member.

 

Select the required member as described under Finding Members.

 

From the JU3AO List of Members for a Scheme/Pay Centre screen, highlight the required member, then select Load Documents from the sub-menu on the left.

 

 

The Document Upload screen will be displayed.

 

 

Click  alongside File Type, then select the required type of file to be uploaded from the drop-down list. 

 

Capture any free form text about the document being uploaded in the Comment field.

 

Use BROWSE to find the document to be uploaded, then click SUBMIT.  A message will confirm that the file has been successfully uploaded.

 

The upload will be confirmed by the following message:

 

File Upload successful.

 

 

The document can be viewed by selecting View Documents from the sub-menu on the left.  For more information on viewing documents, refer to the View Documents section above.