This article will show you how public users can upload Session Documents during the checkout process. This option will only display in the checkout if a Document Type has been added to the activity.

Important Notes

• Document Management is a paid feature. For more information, please contact Support or your Client Success Manager.
• View a list of Supported File Types.

Instructions

1. Navigate to the public Catalog and select the desired session
   
2. Select Account Member(s) and click Add to Cart
   
3. Click Checkout
   
4. Answer any Prompts or Waivers; these will vary depending on the item selected
   
   • Note: The answer to a prompt may determine if a session document is required or not, depending on how the activity was configured.
5. On the Session Documents screen, upload any requested files
   
   • Document Type: The name of the requested document will be listed
   • Status: Click or drag to add a file for the document type
     • Note: If a Document Type has already been uploaded by the user for a previous activity and is still within its retention policy date, the status will show as File Uploaded on [date and time].
     • Note: The file size limit is 500MB. View a list of Supported File Types.
   • Lock Icon: A locked icon indicates a secure document and an unlocked icon indicates a standard document
   • Note: Required documents will be indicated by a red star and must be uploaded to participate in the activity but are not required to be uploaded in checkout.
6. Click Continue to Payment
   
7. On the Payment screen, select a payment method and click Review Transaction
   
   
   • Note: The options on this screen may differ depending on your merchant setup.
8. Click Complete Transaction
   

Resources

• Manage Session Documents on Public View
• Manage Session Documents on Mobile
• Add a Document Type to an Activity