Documents
This guide is for a participant. My documents lists papers your account is permitted to open, such as signed agreements and reports. Invoices also have their own pages.
Download a document on the web
- Sign in and select My documents from Home.
- Check the file name, type and added date.
- Select Download to open or save an available file.
- Check that the file actually opened or saved before leaving the page.
A signed agreement appears when both required signatures and its generated PDF are ready. If an invoice PDF is not listed here, open My invoices.
On the native phone app, use the available documents and PDF save/share actions from your records menu. Check the result. A missing file or unavailable control is not a completed download.
Adding files
General participant document upload is unavailable. Ask your worker to add a plan or report through an allowed workflow. Do not create a worker account to upload it.
There is one specific participant upload path: eligible appointment paperwork under Settings, then My nominee. This accepts nominee evidence for the current invitation; it does not allow arbitrary documents. See Adding a supporter or nominee.
Who can open them
Access depends on the file's scope, your account role and the service or helper relationship. A supporter does not automatically gain every permission. Do not share a private file or download link just because someone can help with other records.
The general document page does not offer a way to remove every file. The full account export is also unavailable. Download needed documents and invoices individually, and use Privacy and security for more information.
If something goes wrong
- A file is not ready. Refresh later or ask the worker whether the document has been generated or uploaded.
- Access is refused. Use your own account and ask support about the scope. Do not borrow someone else's sign-in.
- An upload or download is uncertain. Check the list or saved file before repeating it.