Overview
Some productions ask you to upload a document or certificate during project onboarding. The document may be proof of completed training or another required record for the production.
If the upload is required, you won’t be able to finish onboarding until the document is uploaded and any required review is complete. If the upload is optional, you’ll see a reminder, but you can finish onboarding without uploading a file.
Your production may provide instructions about the document, such as what to upload, where to get it, or which file to use. Read those instructions before uploading a document in Wrapbook.
How to access the document requirement
Open your project’s onboarding checklist
Find the document requirement
Click the requirement to open its document upload screen
If you’re completing onboarding on behalf of a worker, open the worker’s onboarding profile and follow the same steps.
How to upload a document
Review the instructions on the document requirement screen
If the requirement includes a training link, click the link and complete the training
Return to the document requirement screen and click Browse files
Select the document from your device
Review the file preview
Click Save
After you save the file, the production can review the upload when review is required.
How to replace or delete an upload
While the document is pending company review, use the controls on the upload preview screen to delete the file and upload a replacement.
After the production approves the document, you won’t be able to change the upload. Contact your production coordinator if you need to provide a different document.
If the production requests a correction
If your production coordinator needs a change, a notification will display on your onboarding page.
Open your project’s onboarding checklist or Documents
Find the document requirement with the correction request
Read the correction message
Upload an updated document
If you can’t upload a digital copy
Contact your production coordinator if you completed the requirement but can’t upload a digital copy. The production coordinator may be able to mark the requirement as complete on your behalf.
You can find your production contact on the project dashboard.
FAQ
To help you understand document upload requirements during project onboarding, we’ve put together this list of frequently-asked questions.
Click the arrow next to a question to see the answer.
Why do I need to upload documents during onboarding?
Productions can use document upload requirements for training completion documents and other required records. If you have a document upload requirement, follow the instructions shown in your onboarding checklist.
What if I don’t see the document I need to upload?
Contact your production coordinator. They can confirm whether the production requires the document and where you should upload it.
Can an agent upload a document for a represented worker?
Yes. If you’re an agent completing onboarding on behalf of a worker, open the worker’s onboarding profile and follow the document upload steps shown there.