Add a document to a file

This part of the guide explains how to add a document to a file.

Step 1 - Go to the page List of Files

1. Go to the Docs & Files module;
2. Choose the Files menu. This action opens the List of Files page (510:2100);
   

Step 2 - Add a document to a file

3. Find the file you want to add the document to;
4. Click the hyperlink of the File No. subject of the request (the line becomes grey). This action opens the File page (510:2105);
5. Go to the Document section;
6. Click the Create button. This action opens the pop-up window Select Document For File;
7. Fill out the required fields (identified by a red asterisk *). For example, Doc No.. This action opens the pop-up window List of Documents For Taxpayer;
8. Find the document you want to add to the file to;
9. Click the line of the document you want to add to the file. This action redirects you to the pop-up window Select Document For File;
10. Click the Select button. This action opens the Confirmation window;
11. Click the Yes button. This action confirms the addition of the document to the file and refreshes the File page (510:2105).