Help Center

How do I upload documents?

This section outlines the steps required to upload a document to your account. This allows the system to verify and authenticate yourself or your organization. To begin adding a new document, click on Create New Document as indicated below. You will be taken to a new screen where you are required to fill out a variety of fields.


 

The platform divides documents into two types: personal and organizational. If you are uploading a document that corresponds with you and as individual, such as your qualifications, choose Personal Document. If you are uploading a document that provides some form of certification for your organization/operation, please select Organization Document. This choice is seen at the top of your page through two grey tabs.

Note: You can click Save as Draft at anytime during the document creation process, this function is located at the bottom right of your screen.

 

 

An important choice to make is found in the Select authentication preferences toggle. When this is set to Yes, you will see the option to have your document authenticated by a first, second, or third party. For official documents it is recommended that you choose third-party authentication as this will be sent to the greenfence platform authenticator. Once the authentication process is complete, the document will be represented with a checkmark to show others that this document has been verified. 

 

 

You have the ability to add comments or any additional information, and then you can upload your document with the Create button. 

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