---
title: Uploading Supporting Documents to Auxita
description: During the enrolment process, if there are any supporting documents for the Healthcare Provider to review or even sign, you can upload these documents to Auxita and prompt for signature.
---

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August 27, 2026

# Uploading Supporting Documents to Auxita

## During the enrolment process, if there are any supporting documents for the Healthcare Provider to review or even sign, you can upload these documents to Auxita and prompt for signature.

Before uploading documents, the patient must already be enrolled in a Patient Support Program.

#### **Uploading Documents from the Programs Page**

1. Click on the **Programs section** from the navigation pane on the left-hand side.
2. Select the **Documents tab** along the top to jump to that section.
3. Click the **Upload** button to begin uploading a document.  
      
   ![Documents section from toggling the documents tab on the top of the programs section.](https://partners.auxita.com/hs-fs/hubfs/image-png-Dec-01-2025-04-41-07-5839-PM.png?width=670&height=358&name=image-png-Dec-01-2025-04-41-07-5839-PM.png)
4. Complete the required details on the **Document Upload** page, including Patient, Program, and Document Type.
5. The **Attention** field also allows you to choose who you want to send the document to; however, this field is not required. By default, all Auxita users in the facility will receive the Document if you do not choose a user.
6. Browse to select the file on your computer to attach it.
7. The **File Name** automatically populates based on the attachment name, but can be edited if desired.
8. Choose the **Action** for the document:
   
     - **Informational**: Share the document for reference only.
     - **Request Signature**: Send the document to a user for electronic signature.
   ![undefined-Aug-09-2023-02-18-03-9125-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Aug-09-2023-02-18-03-9125-PM-4.png?width=24&height=22&name=undefined-Aug-09-2023-02-18-03-9125-PM-4.png) **TIP** It is recommended to always use the **Attention** field to assign a document directly to a user. Users can opt into **Immediate Notifications** for Documents that have been sent directly to them.

**![undefined-Nov-24-2023-06-28-58-5309-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png?width=20&height=19&name=undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png)NOTE** Physicians and their office staff can send documents to any other user that is part of their Facility, including PSP Staff for the Program the selected Patient is enrolled in.    
    
PSP Staff can also send documents to **patients**. All Auxita users will be able to view these patient documents. Through Auxita, only the PSP Staff can communicate directly with the Patient. 

![The document upload window where you can fill in the details about the document and browse for the file on your computer. ](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Jan-10-2024-06-00-18-4119-PM.png?width=597&height=261&name=image-png-Jan-10-2024-06-00-18-4119-PM.png)

**![undefined-Nov-24-2023-06-28-58-5309-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png?width=20&height=19&name=undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png)NOTE** When working across multiple facilities, documents can still be uploaded for patients if the facility filter is set to **All**.

The patient search displays patients from all facilities. After a patient is selected, the **Attention** dropdown displays only users associated with that patient's facility.

![The patient search displays all patients across facilities, but once you select a patient, only users who work from the facility appear in the Attention dropdown. ](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Jan-10-2024-05-46-57-6688-PM.png?width=603&height=303&name=image-png-Jan-10-2024-05-46-57-6688-PM.png)

#### **Informational Documents**

Click **Submit** for **Informational** documents.  

If you have selected a user next to **Attention**, that user will receive an Auxita notification based on their preferences set. 

#### **Documents that Require Signature**

#### If **Request Signature** is selected as the action, click the **Signature** tab to define where the document must be signed.

You can apply more than one signature box to the document, but they cannot overlap.  

After drawing the signature area, 2 boxes appear. One for the signature, and the other for the date. To position the date field, use the arrows.   

Then, use the dropdown to choose the date format. 

![signature box-gif](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/signature%20box-gif.gif?width=622&height=414&name=signature%20box-gif.gif)

Click **Confirm** once you’ve indicated where the document should be signed, then click **Submit**. 

**![undefined-Nov-24-2023-06-28-58-5309-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png?width=20&height=19&name=undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png) NOTE** You can only request signatures on PDF Documents. Any other types of documents do not support signatures and can be **Informational** only.  

If the **Action** is set to **Request Signature**, the **Attention** field becomes a required field.

#### **Supported Document Types**

**![undefined-Nov-24-2023-06-28-58-5309-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png?width=20&height=19&name=undefined-Nov-24-2023-06-28-58-5309-PM-Feb-24-2025-03-59-21-9819-PM.png) NOTE** The followingdocument types are supported for upload, and the file size limit must be \< 6 MB. 

- PDF
- Word
- JPEG

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