How do I upload documents for employers and contacts?
Written By Cameron Kolick
Last updated 8 months ago
1. Navigate to the Work-Based Learning management page or the Employer page

2. Click on Settings (WBL management page only)

3. Click on Employers (WBL management page only)

4. Click on the action button next to the employer you'd like to upload documents for

5. Click on Documents

6. Here you will see all employer-wide documents
You can edit the employer wide documents by clicking the action button and clicking edit. We will cover specific fields about that at the end of this article.

7. To see all of the contact-specific documents, click the action button next to the employer

8. Click on Contacts

9. Click on the action button next to the contact you'd like to add documents for

10. Click on Documents

11. Here you will see all of the contact-specific documents for that contact
You can edit the employer wide documents by clicking the action button and clicking edit. We will cover specific fields about that at the end of this article.

12. You can also manage employer documents specific to a WBL experience by clicking the icon under the employer documents column for a specific experience

13. Here you will see all of the employer-wide and contact-specific documents related to that experience

14. Click the action button next to the document you'd like to manage

15. Click on Edit

16. Here you can check if a document is not required

17. Check that the employer has the document
It's very important to note that you must check this box if the document in compliance. If you simply attach a document like you will in the next steps, that will not mark off the requirements for WBL experiences. There are instances where multiple files might be required and only one is uploaded so it was necessary to have this checkbox.

18. Here you can specify when the document expires. You can leave this blank if it doesn't expire

19. Click in the blue square to upload documents

20. Click on Save Changes
