Managing documentation (02:34)

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Welcome to our customer portal video tutorials. This video will show you how to manage and update your application supporting documents and account details.

The look of your portal may be slightly different to the portal shown in this video. The steps taken will be the same.

Click on the ‘My details and documents’ button to get started.

Your user and account details and any documents currently uploaded to your account will be displayed.

To edit your user details, click on the ‘pencil’ button. Once you have updated your user details, click the ‘save’ button. Should you wish not to update any user details, click the ‘cross’ button.

To edit your account details, click on the ‘pencil’ button. Once you have updated your details, click the ‘save’ button. Should you wish not to update any details, click the ‘cross’ button.

The dropdown menu contains a list of licences you can apply for; your list may have more or fewer options than shown here. Selecting any option will show you what additional documents if any are required to apply for that licence type.

Finally, the ‘Account documents’ section contains any supporting documents already uploaded to the system. This includes the date they were uploaded and the expiry dates.

To upload a new supporting document, click the ‘Upload’ icon. Select the supporting document type from the dropdown menu and set the expiry date. Click the ‘Select file to upload’ button and select the supporting document to upload. Set the date the document is set to expire and click on the ‘Add document’ button to add the supporting document to your account. You can add more supporting documents using the steps above. Once you have finished uploading supporting documents, click the ‘continue’ button.

To remove a supporting document from your account, click on the ‘trash’ icon to the right of the supporting document you wish to remove. You can also download a copy of a supporting document by clicking on the ‘download’ icon to the right of the supporting document.

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