These tips should help you upload your document:
1. Make sure there are no special characters in your file name.
2. If the document was previously uploaded and then deleted, try renaming the document before uploading it again.
3. If you tried uploading the document from your Downloads folder, save it in a different folder before uploading it again.
4. Remember there are Deal Documents and Payee Documents. If you don't see your document, be sure to check both sections.
5. If you selected Other when the correct document type was available, you will need to delete the document and try again using the correct document type. Make sure to select the correct document type for the payee in the Upload Document window:
| Payee | Document Type |
|
Mortgage Loan/Unsecured Line of Credit Credit Card |
Mortgage Discharge/Payout Statement Loan/Unsecured Line of Credit Statement Credit Card Statement |
6. If you entered "Close Account" in the "Account Action" field in any disbursement type, you will need to upload a statement as well as a client authorization letter.