--- title: Uploading Account Documents description: Here you will learn how to upload Account Documents to your Site Connect account through the Web Portal --- [Skip to content](https://docs.sitesoft.com/uploading-documents-at-account-level#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Templates](https://docs.sitesoft.com/templates?hsLang=en) 3. [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents) # Uploading Account Documents ## Here you will learn how to upload Account Documents to your Site Connect account through the Web Portal **Please watch the below video on how to add company documents to your account so that you can access them at any time**   **Adding Company Documents (2:08)**     **Please also scroll down this article for further information...**   Email reminder notifications for expiring account-level and site-level documents will be sent at the following intervals: 28 days and 7 days before expiry, on the day of expiry, and again 7 days and 28 days after expiry if the document has not been updated. These notifications will be sent to the individuals assigned through the [**Notification Roles**](https://docs.sitesoft.com/how-to-manage-notification-roles?hsLang=en)feature.   In your SiteConnect web portal go to the **Templates** drop down on the left-hand side menu, then select the **Documents** option   ![Documents side menu](https://docs.sitesoft.com/hs-fs/hubfs/Documents%20side%20menu.webp?width=186&height=255&name=Documents%20side%20menu.webp)   Then click **Add Folder** on the following screen **.**   ![](https://docs.sitesoft.com/hubfs/image-png-Oct-24-2023-02-14-12-9618-AM.png)   From here type in the name of the **Folder** and select the **Folder type** from the below list: - Certificate - Instructions - Insurance - Log - Manual - Meeting - Minutes - Permit - Plan - Policy - Procedure - Record - Report - Training - Other You can then upload the file(s) via the **Add File** button.  You can uploaded as many documents to a folder as you like.    ![Folder Screenshot](https://docs.sitesoft.com/hs-fs/hubfs/Folder%20Screenshot.png?width=670&height=309&name=Folder%20Screenshot.png)   You can add a Project/Site to assign this document to if it is applicable.    ![documenbt add projects](https://docs.sitesoft.com/hs-fs/hubfs/documenbt%20add%20projects.webp?width=423&height=115&name=documenbt%20add%20projects.webp)   Once you have added a file, the **Remove Files** button will become available so you can delete the file if it is no longer relevant   You can also **delete** the document and start over by clicking the **bin icon** on the bottom right-hand corner.   ![Bin icon-2](https://docs.sitesoft.com/hs-fs/hubfs/Bin%20icon-2.png?width=670&name=Bin%20icon-2.png)   Once you have filled in the Document name and have added the right files you can click **Save** to finalise the document.   ![Doc Save](https://docs.sitesoft.com/hs-fs/hubfs/Doc%20Save.webp?width=670&height=182&name=Doc%20Save.webp)   This will then appear in your Documents list with the option to **View, Edit** or **Delete** the document.   ![Document options](https://docs.sitesoft.com/hs-fs/hubfs/Document%20options.webp?width=670&height=72&name=Document%20options.webp)   **Viewing** the document will bring up all of the relevant details and give you the option to downloads the file(s) associated with it by clicking on them.   **Please note:** The maximum file size allowed is 24MB ![View Doc](https://docs.sitesoft.com/hs-fs/hubfs/View%20Doc.webp?width=670&height=283&name=View%20Doc.webp) **Editing** the document will bring up the same Document Form as before where you can edit the document title and add/remove files.   **Deleting** the document will give you the option to remove the Document entirely from this list.     ![Remove doc-1](https://docs.sitesoft.com/hs-fs/hubfs/Remove%20doc-1.png?width=395&height=160&name=Remove%20doc-1.png) - 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AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/73149564248/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Adding%20Company%20Documents%20Pub.mp4", "dateModified" : "2025-09-04T04:12:52.165Z", "duration" : "PT2M8S", "height" : 1080, "name" : "Adding Company Documents Pub", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Adding%20Company%20Documents%20Pub.mp4/medium.jpg", "uploadDate" : "2022-05-09T21:43:13.893Z", "width" : 1920 } ```