SDL Online - File Manager - Requesting Files & Documentation

17 STEPS

1.  To request a file upload, go to SDL Portal and select SDL Online from the account drop-down menu.

2.  Once in SDL Online, select File Manager from the left-hand menu

3.  Click File Attachments

4.  Click Upload File

5.  To link a permit to the upload request, click Search 

6.  Enter a Permit Number, Control Number, or Address to search for the permit 

7.  Choose your permit

8.  Enter a Description of the file you need uploaded

9.  Click Request Upload

10.  Enter the email for the person who needs to upload the file. For an external user like a resident or contractor, use the Add External Emails field.

11.  Click Send Upload Request

12.  The user will receive an email outlining the documentation that they need to provide. They will select the Click Here To Upload File button.

13.  The user will click Select to locate the file 

14.  Then, the user will click Upload File

15.  Once the requested documentation has been uploaded, you can go back into SDL Online and select File Attachments from the left-hand menu.

16.  The uploaded file will appear in your data grid. Double-click the record.  

17.  You then will have the option to preview the file, share the file with other internal/external users or save the file.