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Upload documents into 1Form
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Written by Yuhan Zhuang
Updated over a week ago

Introduction:

COMPASS's 1Form provides a seamless process for uploading essential documents, streamlining your prequalification and data management experience.

Getting started:

To get started, log in to your COMPASS account and access the 1Form. Within the 1Form, navigate to the section where document uploads are required. This section is typically labeled or indicated by the type of documents needed, such as financial statements, safety records, or insurance certificates.

Screenshot of: Click "4. Financial Statement Attachments"

Once you have identified the document upload section, you will notice a blue "Upload" button. Click on this button to initiate the document upload process. After clicking the "Upload" button, a file selection window will open, allowing you to browse and choose the file you wish to upload. Use the file explorer to navigate to the location of the desired file and select it for uploading.

Screenshot of: Click "upload"

Once you have selected the file, it will begin uploading to the specified section of 1Form. The upload progress will be displayed, allowing you to monitor the status of the file transfer. If you need to upload multiple files to the same section, you can repeat the process by selecting the "Upload" button again. Follow the same steps for each additional file you want to upload.

In case you need to remove a file that has already been uploaded, locate the file name within the document upload section. Look for an "X" button positioned at the end of the file name. Click on the "X" button to delete the file from the section.

After submitting your 1Form, if you have additional documents to attach, you'll need to start a new 1Form to include these documents.

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