Uploading signed documents to the Senior Sign platform is a straightforward process. Follow the steps outlined below, along with troubleshooting guidance should any issues arise.
Step-by-Step Instructions for Uploading Signed Documents
Gather the Files: Ensure the documents you wish to upload are in a digital format (e.g., scanned to your computer).
Access the Attachments Section - Navigate to the relevant resident packet within Senior Sign.- Go to the Attachments tab.- Locate the three-dot vertical menu within the tab.
Select or Create the Template: A window will appear (see image below), You will have the option to 'Create new attachment' or select one of the existing attachment templates.
Upload Your Documents - Click on the three-dot vertical menu.- Select Add Item, and then choose Create New Attachment.- Follow any subsequent prompts to upload your document.
Tips for Correct Document Upload
Ensure document files are saved in commonly supported formats (e.g., PDF, JPG, or PNG).
Before uploading, verify that the file size meets platform requirements (
Name your files clearly to facilitate later identification.
By following these steps and tips, you can efficiently manage the upload of signed documents. If you encounter any hurdles, refer back to the troubleshooting section to resolve your issue promptly.