Upload Documents for an Audit

Respond to a Request

1. Open Documents in the client portal and find the relevant request.
2. Read the instructions and due date before selecting your file.
3. Use the upload control and wait for the upload to finish before leaving the page.
4. Check the document status and follow any feedback from the audit team.

If an Upload Fails

Check the file type and size against the limits shown by the upload control. Make sure your connection is stable and try again.

If the problem continues, note the document request and the error message, then contact your lead auditor. Do not send sensitive evidence through an unrelated support channel.