Welcome to UploadOnce: Guide to better process, better business for my organisation

UploadOnce is a digital platform that provides you with a safe, simple and automated way to exchange commercially sensitive client documentation. These guides are designed to help you get online, navigate the platform and start working smarter today.

For bu​siness

Get started with a business account in three easy steps

1. Subscribe. Just provide an email address to start using the handy templates to request documents via UploadOnce.

2. Complete your profile. Select a password and agree to the terms and condition

3. Begin working smarter today. You’re now ready to use UploadOnce. As a business user, there are three types of roles you can take on:

A. Service Provider Administrator 
When you register, you will automatically be provided with SP Adminstrator access so you can create tailored checklists to streamline how your organisation interacts with external parties. Go to the top menu and switch your profile to Service Provider Administrator to add your company details, create templates, invite your colleagues to use UploadOnce or bulk upload clients into the system.

Team members you add are provided with Service Provider access. Log a support request if you need to them to have Adminstrator access.

Click here for a pictorial guide on using Administrator capability 

B. Service Provider

As a service provider, you are can help clients complete applications. Your personal dashboard contains all open applications and their status.

You can also improve your customer's experience and cut response times by tailoring templates, sending client-ready communications with the click of a button or adding collaborators to help you follow up with specific applications.

C. Collaborator

As a collaborator, you might be invited to help with a specific task, like providing, verifying, or commenting on a document. Once the application is finalised, your access to the application will be automatically removed.
 

 For chil​dcare and schools

Cut down the mountains of paperwork that land on your desk during enrolment season

You can follow the three easy steps above to set up an account for your centre, send customised document request templates to parents and keep track of student applications on your dashboard.

If parents don’t have the right documents handy, like an immunisation certificate, generate a request for their doctor to supply it online.
 

Once a parent submits a completed application, you can check, approve or forward the application to your decision maker - then notify the parents of your decision - all without leaving the platform.

Click here for a pictorial guide to simplify enrolments (7MB)

Overview for childcare, vocation care and schools (30 seconds)

  For financi​al services

Send automated document request templates to onboard new clients, renew policies or process claims 

How can I help others do business better?

For clients aske​d to provide documents

UploadOnce guides your prospect through the upload process, checks each document is uploaded correctly and securely, notifies you when they are. If your prospect doesn’t have a document, they can ask someone else to upload it with the click of a button.

Guide for insurance providers