Uploading Invoices and Documents via the Mobile App

Once these are uploaded, documents can no longer be edited, if needed edits can be through the web portal. 

 

Contents 

• Create a New Upload
• Select Document or Invoice
• Choose File Source
• Enter Required Details

 

Create a New Upload

From the Home screen, tap the plus (+) button in the bottom-right corner.

 

 

 

 

 

 

 

Select Document or Invoice

• Choose Document to upload files such as notices, statements, or general records.
• Choose Invoice to upload billing files related to service provider work.

💡 Use the correct type to ensure documents are tagged and filed properly in the system.

 

 

 

 

 

 

 

 

Choose File Source

You’ll be prompted to choose how you'd like to upload the file:

• Camera – Take a live photo of the document.
• Upload from gallery – Select an image or PDF stored on your phone.
• Upload File – Choose a file from your mobile storage.

 

 

 

 

 

 

 

Enter Required Details

After selecting the file, you'll need to complete a few fields:

• Name – Auto-filled based on the file name.
• Plan Number – Select the correct plan from the dropdown.
• Document Type – Choose the appropriate document category.

Tap Show more details for additional tagging or notes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tap Upload to complete the process.

A confirmation message will appear once the upload is successful.

For advanced upload tools (like bulk file actions), please access the web portal.