Uploading a Witnessed Document from the Upload Witnessed Document Task

To upload a witnessed document from the Upload Witnessed Document task:

  1. Navigate to the Upload [Document] for Period dialogue box:
    • From the Compliance section on the Tasks tab of the Project Home page, select the Upload Witnessed [Document Type] for Period link.
    • From the Tasks page, select the Upload Witnessed [Document Type] for Period link.
  2. In the dialogue box, select the download unsigned [document type] for Period link.
  3. After downloading, bring it to your witness. The witness will verify and witness your signature in person.
  4. Scan your witnessed document and save it.
  5. Either:
    • Open the file location on your computer and drag and drop the saved witnessed document into the dialogue box.
    • Select the + (plus sign) in the dialogue box to navigate to your saved file location. Once there, select the file to upload.

    The file name displays in the dialogue box.

  6. Select the Upload button.
    • A success message displays, confirming you have successfully uploaded your document.
    • Additional next steps appear under the confirmation message. These include links to upload additional witnessed documents or to view all outstanding offline witness upload tasks.