Supporting documents

Which files can I upload and what is the per-file limit?

The current uploader accepts listed document formats with a 5 MB limit per file.

Navigation: Open Forms 145/146 → Forms Dashboard → Documents drawer / Documents → Upload

How to do it

  1. Select a non-empty .pdf, .jpg, .jpeg, .png, .tif, .tiff, .doc, .docx, .xlsx, .xls, .csv, .msg or .eml file.
  2. Check that each file is at most 5 MB.
  3. Choose Document type and complete required validity/reference details.
  4. Read the upload/security result; do not change an extension to bypass a format rejection.

What to expect

A supported file can be stored when count, access, provider and security checks also pass.

Important details

  • SharePoint bypasses the WrapTax total allowance, not the individual-file or category/count limits.
  • Upload support does not guarantee inline preview for every format/provider.

Still need help?

Tell us the form type, step and error message. Mask PANs, TINs, credentials and client information before sharing an example.

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