Upload files or attachments

The Monitoring page allows users to upload files that provide additional information for the program (e.g. payment receipts, program updates, registration changes, proofs).

Who can perform actions in this page?

Program Admin, CVA Manager, and Finance Manager can upload files. Renaming and deleting files is limited to Program Admin and CVA Manager. Learn more about Roles & Permissions

Accessing the File Upload Section

  • Go to the Program.
  • Navigate to the Monitoring page.
  • Select the Files tab.

Monitoring File tab

Uploading a File

  • On the top right, click Upload files.
  • Either Select a file from your computer, or Drag and drop the file into the upload window.
  • You can upload the following file types: PDF, PNG, JPG, DOC.
  • Enter a file name that is clear and easy for all users to understand.

Upload Files Information

Only Program Admin, CVA Manager, and Finance Manager can upload files. The files will be visible to all users, except View users. Users with an assigned scope can only access files that fall under their scope. E.g., documents relevant for 1 branch are not accessible for users that have a scope for another branch.

To view a file:

  • Click on at the end of the row,
  • Select Download

Renaming or Deleting a File

  • Program Admin and CVA Manager can rename an uploaded file by clicking on in the Actions column and selecting ‘Change name’.
  • Program Admin and CVA Manager can delete an uploaded file by clicking on in the Actions column and selecting ‘Delete’.

Delete Download Files

Finance Manager can upload files but cannot rename or delete them. No other user roles are authorized to rename or delete files.

Examples of Useful Uploads

This section can be used to attach: Payment receipts, Additional program information, updates or changes to registrations, proof documents, etc. To keep the list easy to read, you can name the files as YEAR_MONTH_BRANCH_CATEGORY_Name. For example, 202602_Akana_Finance_Proof of payment, or 202602_Akana_CVA_Registration list approved.

Need further assistance? Contact your dedicated Account Manager or reach our support team via email.