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Uploading a Document

Use the Add icon to upload a document to a secure document storage location.

To upload a document:

1. In the Document Type field, click the Drop Down List button to select the type of document to be uploaded.

2. Click the  Add icon to display the Upload A File page.

3. Click the button to select the file to be uploaded from the folder where the document is stored.

4. In the Comment field, type a comment about the document, if applicable.

5. Click the button to upload the file. The Upload A File page closes and the document record displays in the My Documents grid.