Uploading Documents to iMIS

(Member Cases and Member Profiles)

This guide explains how to upload documents (for example PDFs, Word documents, forms, and screenshots) to iMIS and where they should be saved against a member case or a member profile.

Documents should be uploaded where they support advice, actions, or decisions and need to be retained on the member record.

If you are looking to upload emails instead of documents, refer to:
Uploading Emails to iMIS (Member Cases and Member Profiles)

Before you start: Choosing the correct location

Before uploading a document, confirm where it should be saved:

• Member Case
  Upload documents here when they relate to a specific case or ongoing matter (for example medical certificates, employer correspondence, outcome letters, evidence, or completed forms).
• Member Profile
  Upload documents here when they are general in nature and not linked to a specific case.

Saving documents to the correct location ensures information can be easily found and relied on by other MSOs.

Uploading documents to a Case

Step 1: Open the relevant case

• Navigate to the member’s profile in iMIS.
• Open the relevant case.

Step 2: Expand the File Uploader (Case Home page)

• On the case home page, locate File Uploader (click to expand).
• Click the link to expand the File Uploader section.

You do not need to navigate to the Documents and Emails tab to upload documents to a case.

Step 3: Add and save the document

Once the File Uploader is expanded:

• Add documents using either method:
  • Click Upload a file and browse your computer, or
  • Drag and drop files into the upload area
• Click Save.
• The page will load and refresh.

Step 4: Confirm the document is attached

• Scroll to the Documents and Emails section of the case.
• Confirm the document appears in the list.

This section is where uploaded documents are viewed, even though uploads are initiated from the case home page.

Uploading documents to a Member Profile

Step 1: Open the member profile

• Navigate to the member’s profile in iMIS.

Step 2: Upload the document (Documents and Emails tab)

• Select the Documents and Emails tab on the member profile.
• Scroll to the bottom of the page.
• Use the File Uploader to:
  • Click Upload a file and browse your computer, or
  • Drag and drop files into the upload area
• Click Save.
• The page will refresh and the document will be added.

Document naming convention

To ensure documents are easy to locate and understand, use the following naming convention when uploading documents:

Naming format:
[YYYYMMDD – Member Name – Description]

• YYYYMMDD – The date the document was created or received by the member
• Member Name – Use the member’s preferred or full name as recorded in iMIS
• Description – A short, clear description of the document

Examples:

• 20260115 – Andrew Gallagher – Medical Certificate
• 20260202 – Andrew Gallagher – Employer Allegations Letter
• 20260110 – Andrew Gallagher – Statutory Declaration

Avoid:

• vague descriptions (e.g. Document, Letter, Scan)
• uploading multiple versions without clear distinction

Where a document is critical to next steps, reference it in the interaction or case notes.