FAQ: How to attach a file to the Supporting Documents page in Health Check?

Applies to: Health Check

Question

• How to attach files to the Supporting Documents page?
• How to upload a supporting document?
• Can people upload supporting documentation if they do not have a login for Health Check?

Answer

Supporting documentation can be uploaded by users who have logins to the platform. Supporting documents can also be uploaded by those who do not have a login (external users) if they are invited by a user.

Instructions for users with a login to Health Check:

1. Log into Health Check using your email address and password
2. Select the Supporting Documents chevron
3. Select the “Yes” option to reveal the Attach (paperclip icon) button.
4. Press the Attach button (paperclip) and select the file to upload.
   

Instructions for users inviting external users to provide documentation:

1. Log into Health Check using your email address and password
2. Select the Supporting Documents chevron
3. Select the “Yes” option for each document type that requires documentation
4. Press the Share button (person icon)
5. Enter the external user's email address
6. Type a comment if you wish
7. Press the Send button

The external user receives an email with a hyperlink to the Supporting Documents page.

Each document type defined as "In Scope" = "Yes" will have an Attach button (paperclip), allowing the external user to upload files.