There are eleven categories of data protocols possible which are displayed on the page and defined in our Documentation

  • If you are portfolio assessment use case please submit: Transactional Data and or DDQs
  • If you are self assessment use case please submit all files if possible

To submit the file you can do it in 3 easy steps

1. To begin uploading, select the Upload File button opposite the type of file you wish to upload.

2. Select the files for upload from your local directory - you can select one or multiple files at the same time. Then click on Open. The selected files which will be uploaded will be displayed on the screen.

3. To submit the files, click on Submit all on the top right of the window. The size of the file influences the speed of the upload. 


If you wish to delete any files, before submission, you can click on trash icon beside the name of the file.


Please also watch a video