NB: This is for Super Scheme Admin accounts only
ReferAll offers two document options. If you need to create a letter that automatically merges participant and other details from your platform, please see this article:
https://support.refer-all.net/documents-how-can-i-create-upload-and-print-a-letter
Please note: the maximum document size is 985,884 bytes or 963 Kb
- Click into the individual's referral record and ensure that you are in the Referral Details tab.
- Scroll down to the smaller tabs and select the Documents tab.
- Under the list of previously generated documents click on Choose file and select the file.
- Click Upload and the file will appear in the list of documents. The file can be viewed or deleted from the list.
Only accepted file types can be uploaded to ReferAll.
Here is a list of the accepted file types that can be uploaded:
docx; pdf; rtf; csv; doc; msg; jpg; TIF; pptx; xls; png; jpeg; xlsx; odt; eml; pub; txt; HEIC; tiff; jfif; xml; webp; mp3; bmp; MOV; m4a; wav; m4v; mp4; mkv; avi; webm; wmv; wav; aiff; flac; alac; aac; agg