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Documents - Add / View / Edit / Delete
Most of the time, a Bill isn’t enough by itself. California law often requires Documents to substantiate charges.
Here’s how to add, view, edit, and delete Supporting Documents.
Step 1. From the Bill Page, click ‘Add’ next to ‘Documents’
Step 2. Click ‘Browse’ to select a file or drag your file to the box
Documents MUST be in PDF format.
Note: If your file doesn’t upload, click ‘Having trouble? Use basic uploader.’
Step 3. Select ‘Report Type’
Step 4. Click ‘Add’
Repeat steps 1-4 for each additional document.
Step 5. To view a previously uploaded Document, click the Document name
The Document will open in a new tab.
Step 6. From the new tab, choose Rotate, Download, or Print
- To Rotate the document clockwise, click the Rotate icon
- To download as PDF, click the Download icon
- To print, click the Printer icon
Step 7. To edit the ‘Report Type’ of an uploaded Document, click the ‘Pencil’ icon
Step 8. From the dropdown menu, select a ‘Report Type’
Step 9. Click ‘Save Changes’
Step 10. To delete an uploaded Document, click the ‘Trash can’ icon
There, wasn’t that simple?