Add an additional document

Learn how to add an additional document.

Additional documents, such as forms or reference materials, are.pdf files that can be attached to one or more of your organisation's policies. If you have organisation manager permissions, you can add as many additional documents as you like. 

How to add an additional document

Steps

1. From the top navigation bar in the manager portal, go to Policies. 
2. Go the left sidebar menu and choose one of the following:
   1. Navigate to Your Additional Documents, then click Add Additional Document in the upper right.
   2. Navigate to the +Add button, then click Add Additional Document and Continue.
3. Select the .pdf file you would like to upload, and drag and drop it into the window or click Browse File to search your computer for the file.
4. Once the file has been uploaded, enter the document information, including:
   1. Title - enter the name of the document.
   2. (Optional) Item ID - enter a set of letters and/or numbers to uniquely identify the document. 
   3. (Optional) Description - enter a few sentences explaining to other users in the manager portal what the document is about. 

      Tip: If you accidentally selected the wrong file, click Change File to select a different one. 

5. Click Publish if you would like to publish the additional document now, or Save as Draft if you would like to continue editing it later.