How do I upload a file to a form, including a draft?

Navigation: Open Forms 145/146 → Forms Dashboard → saved form editor → Documents → Add

How to do it

1. Open/save the form first if its drawer says Save the draft first.
2. Click Documents in the editor, or the Docs cell/icon in its form list.
3. Use Add in This transaction or Remittee documents, choose files and review Document type.
4. Complete required Valid from / Valid to dates and optional references; resolve limit/overlap messages.
5. Click Upload and wait for the row's transfer, finalisation and security states.

What to expect

Files go to the configured provider; WrapTax holds their references and metadata.

Important details

• Document Center → Upload is an alternative owner-selection wizard; select the intended form/remittee there.
• 100% transferred may still be followed by checking/scanning. Do not add copies of a pending file.