Add a File to a Delegate

Steps to add a File to a Delegate

Related Help Guide Pages

• Documents and File Store

• Files Overview

• How To: File Store

When you have important documents or files related to a Delegate, you need a convenient way to keep everything organised and accessible. By uploading these files directly to the Delegate’s profile, you can ensure that your Admin Team has easy access to the information they need. Whether it’s forms, certifications, or Images, this streamlined approach ensures everyone can access what they need.

Open

Follow this page to learn the steps for adding a File to a Delegate

Add a File to your Delegate

Adding a File to your Delegate

1. From the Main Navigation Menu, go to SmartGrids and then the Class/ Web Delegates SmartGrid

   Open

   

2. This will open the corresponding DataGrid

   Open

   

   If there are no Delegates within the DataGrid, you can manually add a Delegate using the ‘Add Delegate’ button at the top of the DataGrid or follow our ‘adding a Delegate to a Course' guide
   
   

3. Using the Search bar and or Filters, search for your Delegate

   Open

   

4. Right-click the Delegate and find the 'Files' option from the context menu, then click the 'Add' button

   Open

   

5. This will open the ‘Add Files’ pop-up window

   Open

   

6. Select a 'File Type'. File Type allows you to select what type of note it would be, for example, a complaint, update or refund note. File Types can be customised if required using Custom List Items.

   Open

   

   Please note, that your File Type drop-down may vary depending on what types are available in your Platform
   
   

7. Using the ‘Browse’ button, select the File you want to add from your device (this will automatically open your ‘Documents’ file)

   Open

   

    

8. Once you have selected your File, press the 'Save & Close' button

   Open

   

9. To view the File you have uploaded, right-click on the Delegate and select ‘Files’ from the context menu

   Open

   

    

10. This will open the Files DataGrid where your File will be visible

    Open