📁 Document Upload Process
Attaching documentation is a critical step before your visit can be submitted for approval. Follow this sequence to ensure your files are processed correctly.
Within the Uploads section, click the Blue + icon to initiate a new file transfer.
Choose the document from your local drive. You will be asked to provide a Name for Reference. Please use sensible, descriptive names to help approvers identify the content (e.g., "Main Risk Assessment" or "Coach Provider Statement"). While we do not enforce a strict naming convention, clarity is encouraged.
Click . At this point, you must WAIT. The status will be displayed on the screen. Every document is automatically scanned for safety and verified as a secure file before the upload completes. Once the scan is successful, the system will automatically return you to the main Uploads page.
Currently, the portal supports one document upload at a time. There is no upper limit on the total number of documents you can attach to a single visit. If you wish to upload multiple simultaneous files the only way to do this is to compress the files into a single ZIP file. This may be useful to save time for all as that would be a timer saver for all involved (downloading the files later).