How To Upload Documents

When you receive a request for documents on Pipefile, you'll first receive an email from Pipefile sent on behalf of the sender. Open the link and verify the sender's email address.

Review the checklist and click Start to begin.

Drag your documents into the grey dropzone or click on it to open up the file selector. Once you've added your documents, click Upload to submit. If the checklist item does not apply to you, click Not Applicable.

To jump between the list or add additional documents to a previously responded to checklist item, click the Expand icon ("...") to view the checklist menu. Click on any items in the menu to jump to that upload form.

You can also jump to any checklist item by clicking on the status icon on the main checklist view.