Help Centre

Upload and review documents on a profile

Upload files for a person, approve or deny what they send, and record expiry and date-sighted details.

The Documents tab on a profile holds everything uploaded for that person — by you, through a careers form, or by them through a secure upload link.

Upload a document yourself

1. Open the person's profile and click the Documents tab.
2. Under the list, click Choose file and pick the file. The size limit and accepted file types (for example PDF, JPEG, PNG, HEIC) are shown above the button.
3. Click Upload.

Files are checked when they're uploaded: a file must really be a PDF, JPEG, PNG or HEIC, not just named like one.

Review what someone sent you

Documents sent through an upload link show Approve and Deny buttons.

1. Click the download icon to open the file and check it.
2. If it's acceptable, click Approve. The tab records "Approved by [you] on [date]".
3. If not, click Deny, then request it again.

If the person left a note with their upload (for example "my police check is still being processed"), it appears under the document.

Record expiry and date sighted

Under each document:

• Expiry (if applicable) — the expiry date on the document.
• Date sighted — the date you (or a colleague) saw the original.

Both save as soon as you pick the date.

Delete a document

Click the red bin icon and confirm. This can't be undone.

Note: Approving a document doesn't automatically complete a compliance item. Also update the item on the Compliance tab — see Verify a compliance item.

Related articles

• Request documents with a secure upload link
• Verify a compliance item — expiry, date sighted and verified by
• Organisation settings — logo, lists, links and documents

Last reviewed 2026-10-13.