You must meet the following requirements before uploading a document, so the file naming of your documents will match your profile.

1. You must First update your profile for you, and your Family Member
2. You must First submit a Factsheet for you, or your Family Member

To submit a document, you must select the Name of the person you are uploading documents for. Their name will only show up in the dropdown if you have submitted a factsheet for them.

• If you submit documents and want to return at a later time to upload additional documents, you may do it here.
• To view a list of the documents you have been uploading, click on View My Uploads blue button.

Once you have hit submit on your factsheet you will not be able to edit it without contacting the Helpdesk- but you may always come to your dashboard to submit documents as you find them.

Thank you