You can manage document attachments related to your bonds and bond accounts. To begin uploading and reviewing document attachments, select the Manage Bonds option in the main navigation:
You can review and add documents for each bond account. Documents added to one bond account are not visible in the documents listing of another bond account. To add or review documents for a bond account, select the Documents option next to the account:
Upload Documents
On the document upload screen, you can add a new document in two ways:
- Select the Browse option and search for the document on your computer.
- Drag the document from your desktop or file folder directly into the browser window.
Once you have attached your documents, select the Upload option to upload the files to the plan:
When the upload is complete, a message indicating the file upload was successful will appear:
The document is now visible and downloadable by other users:
Adding Comments and Categorizing Documents
In the bottom section of the document upload screen, you can update the Title, add comments, and categorize each document. Once you have made your changes to the document(s), select the Save option at the bottom of the page: