Uploading Attachments

As part of the registration process, the system will allow the user to upload related supporting documentation. Failure to upload the required documentation before submitting the registration will result in rejection of the registration for the quarter.

Follow these steps to upload one or more attachments:

  1. Select Attachments from the left navigation panel or click Next after completing the Contacts section to navigate to the Attachments section.

    screen shot of blank "Upload Attachments" page with "No attachments to display" message.

  2. When the attachments page displays, click the Select File button, navigate to the file you want to upload, and click on it.

    screen shot of Attachments selection page (initial view/no files selected)

    Follow these file attachment rules to prevent rejection during uploading:

    • Only Microsoft Excel (xlsx) and Adobe PDF formats are allowed. Excel files must not be macro-enabled.
    • File size is limited to 50MB.
    • Files must not be password protected.
    • Files must pass virus scan.
    • Number of uploaded files must not exceed 10 files per submission.
  3. As each file is selected, it will appear on the attachments upload selection page.

    screen shot of Attachments Upload Selection page with worksheets to be uploaded

    • Use the Edit icon to select Attachment Type, add a Comment, or update the Document Name to better describe the attachment if desired.
    • Upload Attachments Edit Form 
    • To remove the selected attachment, select the Delete icon available for each attachment.

      Delete record pop up

  4. Repeat the steps above to select and identify any additional attachments.
  5. Click the Next button to proceed when finished selecting attachments.
Selected Attachments List
Column Description

FileName

Click the link to open the attachment with the application that created it (e.g., Excel).

Document Name

Optional user-entered description of the attachment (defaults to the file name).

Attachment Type

User selected type identifier.

Uploaded On

Date when they attachment was uploaded.

Uploaded By

Email address of the user who uploaded the attachment.

Comment

User comment entered when the attachment was uploaded.

Modify Attachments

  • Edit – Select this icon to edit Document Name, Attachment Type, and Comment.
  • Download – Select the download icon to download the attachment
  • Delete – Select the delete icon to remove the attachment from the submission.

Upload Attachments

Upload additional attachment files

Reuse Previously Uploaded

Select additional files from a list of attachments that have already been uploaded.

Cancel

Cancel the registration and return to the home page.

Prev

Return to the previous page.

Next

Click this button to accept the attachments and proceed.