Each Applicant File has a dedicated Attachment section, which shows the attached files that have been sent, received, and manually added in one location. Users with permissions can upload a file directly into an applicant file as needed without having to send a message.
Follow these steps to upload attachments:
- Open an Applicant File.
- Select Attachments from the Processing Section.
- Click Upload File.
- Select the file from your device and confirm.
- The uploaded file will now be included in the Attachment section of the Applicant File.
Note: The file attachments can be downloaded by clicking directly on the file name.