When collecting your documents, note each should be saved according to the following guidelines to ensure successful upload in Certify.Document Checklist: 8a-Annual-Review-Document-Checklist-for-Certify.pdf
Please note:
- Each document must be saved individually as a PDF. Certify does not accept zip files.
- Each document must be no larger than 25MB.
- Each document must be named with the naming convention: FileName_Year (e.g. TaxReturn_2015).
- Documents must not be password protected.
Checklist:
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