How to upload the investment declaration proof on behalf of the employee

This guide explains the steps to upload investment declaration proof documents on behalf of an employee in the system.

Steps to Upload Investment Declaration Proof

Go to Employee Module>>Click on the side Menu >>Select Investment Declaration.

Select the Employee>>go to the Investment tab>>Click on the Edit (✏️) icon.

Click on “Click here to add the proof attachments”

You will see a ‘+’ (Add) icon. Click on the ‘+’ icon.

Upload the required file>>Select or mention the Document Type.>>Click on Save to complete the process.