Documents

Upload and manage supporting documents

Add documents to the workspace or to a questionnaire request.

Upload to the workspace

  1. Open Documents and select Upload if your role permits it.
  2. Choose a Document Type, then use Browse File or drag a file into the upload area.
  3. Check for an error and confirm the document appears in Uploaded Documents.
  4. Use search to find a document, open its row or use Download. Authorised users can also delete a document after confirming.

Attach a requested file

For a questionnaire, open its Files section and attach the document to the relevant request. Save your progress and check that the required file is shown before submitting.

If an upload fails, check the error, document type and the file's format and size, then try again. Avoid deleting a document needed for an ongoing review; ask the workspace team if you are unsure.