Adding supporting documents to the plan checklist

Now that you have uploaded the Plan Checklist as the plan registration, you will need to add the following as supporting documents for that registration:

• PDF of the signed plan and deposit number 
• Certificate of Approval (if applicable)

To Add Documents:

1. Click on the plan on the left hand side of the screen in your list of documents.
2. Click add document.
3. Select 'upload' to add your supporting documents.
4. Select 'add to upload list' or drag and drop the supporting documents into the list.
5. Select the document type from the drop-down list for each supporting document
   Add the PDF of the signed mylar memorial showing all signatures and the deposit number. You will select Other- Supporting Documents for the document type. See the section on how to scan the mylar memorial.
   If a Certificate of Approval is required with the submission of your plan series, add a PDF of the Certificate of Approval. You will select Certificate- Certificate of Approval for the document type.
6. Click on 'upload documents' to upload your documents from the list

You have now uploaded the supporting documents to your plan.