How do I upload a PDF for an Action Plan step?

Some Action Plan steps ask you for a PDF. Only those steps show the upload control.

Steps

1. In the left menu, click Success Center.
2. Open the plan in Your Action Plan. See How do I follow an assigned Action Plan?.
3. Find a step with the control Upload PDF.
4. Click Upload PDF.
5. Choose a PDF file.
6. Wait until the button no longer says Uploading….

What you see next

• The step shows Your upload: and the file name. Click it to open the file.
• The button now says Replace PDF. Click it to send another file.
• Mark the step done when you are ready. See How do I mark an Action Plan step complete?.

Rules

• Use a PDF file only.
• The file must be 10 MB or smaller.
• If the upload fails, the step shows a short error in red. Try again in a minute.

ℹ️ No upload control? The step does not need a file from you.

Related articles

• How do I follow an assigned Action Plan?
• How do I mark an Action Plan step complete?
• What should I send support when a check, booking, or payment fails?