The Employer Portal can be used to send documents to your administrator via the File Exchange feature. There are restrictions on file types and limits to the size that can be submitted. Each file needs to be greater than 100 bytes and less than 30MB.
Navigate to the File Exchange in the menu on the left and select the Submitted tab. This page will show a list of any previously submitted files, categorised by;
- Case ID
- File name
- Category
- Uploaded by (user name)
- Date submitted
- Status
If you wish to submit a new file, you can select the Submit File option in the top right corner and you will be presented with the following window.
To start, you will need to select the category for your file(s).
- Change of Particulars
- Contribution
- Enrolment
- Switching
- Termination
- Miscellaneous
When the category is selected, you can proceed to upload your file(s) by dragging and dropping them, or by browsing to a file location. You can select multiple files in a single upload: each file must still meet the size and file type restrictions listed above. Once you've added your file(s), click Submit File.
The allowed file types are limited to;
- Image (.jpeg)
- Image (.png)
- MS Word (.doc)
- MS Word (.docx)
- MS Excel (.xls)
- MS Excel (.xlsx)
- MS PowerPoint (.ppt)
- MS PowerPoint (.pptx)
- PDF (.pdf)
- Email (.eml)
- Text (.txt)
- CSV (.csv)
If you attempt to upload a file type outside the above list you will see an error message.
The message below will be displayed if your file exceeds 30MB.
The message below will be displayed if your file is less than 100 bytes.
Your file(s) may take some time to process. A message will appear and the status of the file will be shown as Pending.
In the event you receive the following message - Error Sending submitted file to support team - it means your file was rejected by the receiving API. The status of the file will be marked as Failed and you will need to resubmit.
The file(s) will have a status of Submitted when it has been sent to administration support. A Case ID will be returned for future reference and you will receive an email confirmation of your file submission.