Tips to successfully upload documents to the portal
- Only upload PDFs, JPGs, Word, or Excel documents. I can't open any other file types.
- When scanning pages to a PDF - scan multiple pages - don't make 1 PDF per page of data.
- Don't do 2-sided scan unless the document is truly 2-sided. Eliminate blank pages.
- I already know what your documents are - you needn't label them 'W-2' or 'Mortgage interest Stmt'. Naming 'Scan 1' and 'Scan 2' is sufficient.
- If you are uploading multiple PDFs, please know that the first thing I do is merge them to one document, so don't spend unnecessary time with naming the PDF.
- If you upload a picture (JPG), please make sure it is focused, does not have shadowing, and has minimal borders from the surface beneath.
- I automatically get an email letting me know that you have uploaded documents - you needn't also send me an email of your own.