Upload a W-9, invoice or other file

Keep everything for a referral in one place.

1. Open the referral and go to Documents.
2. Under Shared Files, drop the file in or choose Upload File. Any kind of file works, up to 25 MB each.

To rename a file, use its ⋯ menu. Uploading a W-9 doesn't tick the W-9 step on its own, so tick it on the Compliance tab.

Files are never deleted, so nothing important goes missing. To tidy up, choose Archive; open the Archived tab on the Documents page to see them again, and Restore any time.

On the Documents page, tick one or more documents and choose Download as zip to get the files themselves. One document downloads as the file.