How to upload a document to the CARM Client Portal

2021-07-22

In this video you will learn:

Transcript

Welcome to this video on how to upload a document to the CARM Client Portal.

In this video, you will learn:

How to upload a document to the CARM Client Portal

And How to attach documents to a case or a ruling in the CARM Client Portal.

Let us begin!

Before you do anything, make sure you are in the correct account.

Check in the upper-right corner of the screen and switch to the correct account if necessary.

Click on the "Upload a document" link at the top of the home page.

Select the category from the drop down menu.

Enter the case number.

Click "Next" to continue.

A list of acceptable file types can be found here.

Click on the upload field to select and insert a file.

You can also drag and drop a file into this space.

Click "Open" to insert the selected file.

Next, select the document type from the pop-up menu.

This helps the CBSA understand how the document relates to the case under consideration.

Click on the "Upload" button.

Click "View confirmation."

This screen shows the document you have uploaded.

Click on the "Return to home page" button if you are done.

Additional documents can be added to the same case number, or to a different case if needed.

To add additional files, click the "Upload more documents" button.

Note that if you choose to upload more documents, you will need to enter both the document category and case number again.

Uploading a document from the Rulings page is similar, with only a few small differences.

Start by clicking on the "Rulings" link on either the home page or the menu.

Then click on the "Rulings" link under Services and information.

Find the ruling that you would like to attach a document to in your list of rulings.

If you can't find the ruling right away, you can search for it using filters.

Rulings can be filtered by:

If the ruling has been submitted and does not yet have a decision rendered, you can upload a document to it.

Clicking on the paperclip icon takes you to the upload screen.

From here, the process is the same as earlier.

Here are some key points to remember:

Know the case number and document type in advance
Make sure your files are in acceptable formats
And finally, you will know your upload has been successful when you see the "confirmation of successful submission" screen

Thank you for watching!