Help article

How to upload documents to Didiserv

Send the right records to the right task so they can be reviewed and retained as evidence.

Applies to: Users responding to a document requestReviewed 2026-08-15

Before you upload

  • Use the original PDF, spreadsheet, export, or clear scan where possible.
  • Make sure the file belongs to the business and period shown on the task.
  • Avoid screenshots when a complete source document is available.
  • Do not upload passwords, card PINs, or unrelated personal documents.

Attach the file to the relevant work item

  1. 1

    Open the task or document request.

  2. 2

    Choose the requested document type.

  3. 3

    Upload the file and confirm it is readable.

  4. 4

    Add context only when the document is unusual or does not clearly identify the period or purpose.

Still not resolved?

Bring the affected business, task, payment, or integration context with you so support can diagnose the real issue instead of starting from a generic description.

Related help

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