How to Upload an Authorization Document

First, navigate to a participant’s dashboard.

Expand the Authorizations widget.

When creating or editing an authorization, click on “Browse“ under Upload Document.

Once you upload a document, you will be able to add notes for that document under Document Note.

Click “Save” to save your document along with the rest of the authorization form.

How to Download an Authorization Document

Expand the Authorizations widget.

Click “Details” next to the authorization that contains the document you would like to download.

If there is a saved document associated with that authorization, you will see a “Download File” button in the Upload Document section. This will download the file to your computer using the same name as the original file.