Uploading Documents and Files to a Third Party

October 03, 2025 10:29 Updated

You can upload supporting documents and files to your third parties, if you have the necessary permissions. The following file formats are supported:

To upload documents to a third party

Go to the Documents section of the third party profile and click the yellow '+' icon at the top of the list:

You will get a dialog into which you can drag the selected file, and give it a display name which will appear in the document list in the platform.