Uploading your file/s (Drag and drop)
1. In the working paper index open the folder you wish to upload the supporting document in.
2. In your computer, select the file/s you wish to upload, left click and hold to drag and drop:
3. Drag the selected file/s to your MyWorkpapers browser screen, and in the correct working paper index folder release the supporting document where you would like to place it.
4. When Prompted select you can then enter the reference you would like to give the document as well as edit the file name. Once complete you can press "Confirm Upload"
Note: If a reference is already being used by another Workpaper, you will be unable to use this and will need to choose another.
Uploading your file/s (New workpaper)
- On the working paper index use the drop down to select "new workpaper"
- Fill in your workpaper details and set the workpaper type to supporting document and folder location for the file.
- Use choose file and locate your supporting document on your local device.
- Now press upload to complete the process.
- A pop-up will confirm the upload and when complete you'll be taken directly to your new workpaper.
Uploading your file/s (Existing workpaper)
- From your working paper index navigate to a programme or checklist.
- If you scroll down the workpaper to the bottom there is a section for supporting documents.
- Expand 'upload supporting documents'
- Select 'choose file' to locate your file on your local device.
- With the file selected press 'upload'.
- The supporting document will now be linked to this workpaper and populate the box.
- Use the dropdown menu to select the folder location and press send to WPI
- You can use the text boxes to update the workpaper reference and workpaper name.
- Finally 'send to WPI' to create a workpaper for your supporting document.
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