How to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
Documents and E-Signatures · 1 min read · Updated 2026-07-28
Uploading through the workspace keeps a document attached to the request it belongs to, which is faster than sending files by email.
Steps
- Sign in to your Institution workspace.
- Open Documents, or open the task that requested the file.
- Select Upload document.
- Choose the relevant service or request.
- Add the file and select Upload.
Before you upload
- Use a clear scan or export rather than a photograph of a screen where possible.
- Include all pages of a statement, including summary pages.
- Name the file so the period or entity is obvious.
If an upload fails
- Reload the page and try once more.
- Try a different browser or a private window.
- If the file is very large, upload pages in separate files.
Still not resolved
Report a persistent upload problem to the Institution team with the file type, size, browser, and the request you were uploading to.
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