Add a Document to an Application
In Unite, you can add documents to an application record. Application documents are different from person documents because they are specific to an application. Like person documents, application documents are available for reviewers when an application is assigned for review. The file types you can attach to a person record are: .pdf, .png, .doc, .docx, .xls, .xlsx, .text, .jpg, .jpeg, .rtf, .tif, .tiff, .gif, .csv, and .msg. The maximum file size is 30 MB.
To add a document to an application
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Open a browser and log on to Unite.
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On the main menu, click PEOPLE.
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Find and open the person record.
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. Each person name is a hyperlink to open the record. |
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Click the tab for the application to which you want to add a document.
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Click to expand the Application Documents section.
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Click .
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From the Document Type list box, select the type of document you want to add.
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Click and select a file to add.
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Click .
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Click .
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Click to close the Add Document window.
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Click to close the person record.