Kiri

1. 2.

Manage documents in the Organisation Registration system

Introduction

This page explains how to manage in the Organisation Registration system. documents

After your organisation is registered in the Organisation Registration system you can add documents that are needed by the National Agency to certify your organisation. Information on the documents to be uploaded can be found in the Erasmus+ and European Solidarity Corps programme guides. 

If your organisation's information was automatically transferred from SEDIA to the Organisation Registration system, the available documents were also transferred and can be accessed in the Organisation Registration system. When checking and/or updating your organisation information, also check the documents section. Documents that are older than six months should be renewed. 

Accessing the section of the organisation is possible:Documents

Directly after  by clicking on the section of the form orregistering a new organisation Documents Via the list of , for previously registered organisations.My Organisations

Once documents are uploaded to the Organisation Registration system they cannot be deleted. 

Quick steps

Introduction 1. Open "My Organisations"

1.1. View organisations 1.2. Access organisation details

2. Access the "Documents" section 3. Add a new document(s)

You are not watching the public version of this page. Applicants/Beneficiaries/Experts can find the information on the public page with the same name, available in .Erasmus+ and European Solidarity Corps guides

Take note

The illustrations in this wiki page are for consultation purpose only and do not reflect the latest implementation.

There are minor changes to the screen appearance and layout which are described on the updated page Basic functionalities of the Organisation

. Registration system

The following supporting documents are required and must be completed and uploaded before in the Organisation Registration System  your organisation registration can be completed:  and  Legal Entity form Financial Identification form. EU standard Templates for and  as well as on how to complete these are Legal Entity form  Financial Identification form instructions available on this page: Forms for EU contracts.

3.1. Select a file to upload 3.2. Upload the file 3.3. Upload further documents 3.4. Update organisation with added documents

4. Download documents 5. Add new version of a document

5.1. View/download historic versions

Detailed steps

1. Open "My Organisations"

In the  go to  in the main menu, then click on Erasmus+ and European Solidarity Corps platform  Organisations  My Organisations.

Alternatively if you are in scroll to the bottom of the page and select Search for an Organisation, ORGANISATIONS - My Organisations.

1.1. View organisations

If you scroll down you can find all organisations either registered by you or for which you are an authorised person to represent the organisation in relation to Erasmus+ and/or European Solidarity Corps programmes.

1.2. Access organisation details

Click on the to access the details for the selected organisation in the Organisation Registration system.blue Organisation name 

The Organisation Registration system opens with the details of the selected organisation. From here, you may view or update the organisation information. 

Note

The My organisations section is only visible once you are authenticated (signed in to EU Login).

For details on how to update your organisation information please see the page Modify Organisation in the Organisation Registration system.

2. Access the "Documents" section

Select the Documents section in the Content menu. This will take you to the documents section of the form, displaying, if available, documents currently uploaded to your organisation information. 

3. Add a new document(s)

 Click on the  button. It will open a pop-up asking you to upload a document.Add document

As a minimum completed and must be uploaded.  Legal Entity form Financial Identification form

EU standard Templates for and   as well as on how to complete these are available on Legal Entity form Financial Identification form instructions this page:  .Forms for EU contracts

3.1. Select a file to upload

Select a file: Click   and choose the file to upload from your computer. Choose File

Document Type: Once you have chosen your file, indicate the Document type from the drop-down list. If you do not find your chosen type of document, choose the "Other" option. 

3.2. Upload the file

Once you have made sure that you have chosen the correct file and selected the correct document type, click on  .Upload

Maximum file size is 20 MB!

There is no limit to the total size or total number of attachments but each individual file cannot be greater than 20 MB.

Your documents list will be updated with your new document.

3.3. Upload further documents

Repeat this for all the documents you need to upload to your organisation.

3.4. Update organisation with added documents

Once you added all documents, finalise the document upload by clicking on the button. Update

If this is not done, the uploaded files will not be saved in the Organisation Registration system.

After the successful update, the status column for each uploaded file is updated with a green dot. In the column a contextual menu Actions button is now available with the options  and .Download  Add new Version

The documents list is grouped by document type and has the option to search for a specific document. See List Functionalities for details. 

4. Download documents

To download an uploaded file, select the icon in the Actions column. Follow the onscreen instructions to save or open the file. Download

5. Add new version of a document

To upload a new version of a file, select the icon. Follow the onscreen instructions to upload a new version of the file. Add new document version

Do not forget to click on afterwards to save the uploaded document(s). Update Organisation

5.1. View/download historic versions

Older versions of a document can be accessed by clicking on the blue arrow, which is available in the 1st column of each document with more than one version. They can also be downloaded as described above.

Related articles

Basic functionalities of the Organisation Registration system How to add the Organisation Contact and Authorised Users in the Organisation Registration system How to register an organisation in the Organisation Registration system How to search for organisations in the Organisation Registration system How to update and delete the Organisation Contact and Authorised Users in the Organisation Registration system Keeping consistent organisation information between systems in the Organisation Registration system Manage contacts and authorised users in the Organisation Registration system Manage documents in the Organisation Registration system Modify Organisation in the Organisation Registration system My Organisations in the Organisation Registration system Organisation Registration Guide

1. 2.

Manage documents in the Organisation Registration system

Introduction

This page explains how to manage in the Organisation Registration system. documents

After your organisation is registered in the Organisation Registration system you can add documents that are needed by the National Agency to certify your organisation. Information on the documents to be uploaded can be found in the Erasmus+ and European Solidarity Corps programme guides. 

If your organisation's information was automatically transferred from SEDIA to the Organisation Registration system, the available documents were also transferred and can be accessed in the Organisation Registration system. When checking and/or updating your organisation information, also check the documents section. Documents that are older than six months should be renewed. 

Accessing the section of the organisation is possible:Documents

Directly after  by clicking on the section of the form orregistering a new organisation Documents Via the list of , for previously registered organisations.My Organisations

Once documents are uploaded to the Organisation Registration system they cannot be deleted. 

Quick steps

Introduction 1. Open "My Organisations"

1.1. View organisations 1.2. Access organisation details

2. Access the "Documents" section 3. Add a new document(s)

You are not watching the public version of this page. Applicants/Beneficiaries/Experts can find the information on the public page with the same name, available in .Erasmus+ and European Solidarity Corps guides

Take note

The illustrations in this wiki page are for consultation purpose only and do not reflect the latest implementation.

There are minor changes to the screen appearance and layout which are described on the updated page Basic functionalities of the Organisation

. Registration system

The following supporting documents are required and must be completed and uploaded before in the Organisation Registration System  your organisation registration can be completed:  and  Legal Entity form Financial Identification form. EU standard Templates for and  as well as on how to complete these are Legal Entity form  Financial Identification form instructions available on this page: Forms for EU contracts.

3.1. Select a file to upload 3.2. Upload the file 3.3. Upload further documents 3.4. Update organisation with added documents

4. Download documents 5. Add new version of a document

5.1. View/download historic versions

Detailed steps

1. Open "My Organisations"

In the  go to  in the main menu, then click on Erasmus+ and European Solidarity Corps platform  Organisations  My Organisations.

Alternatively if you are in scroll to the bottom of the page and select Search for an Organisation, ORGANISATIONS - My Organisations.

1.1. View organisations

If you scroll down you can find all organisations either registered by you or for which you are an authorised person to represent the organisation in relation to Erasmus+ and/or European Solidarity Corps programmes.

1.2. Access organisation details

Click on the to access the details for the selected organisation in the Organisation Registration system.blue Organisation name 

The Organisation Registration system opens with the details of the selected organisation. From here, you may view or update the organisation information. 

Note

The My organisations section is only visible once you are authenticated (signed in to EU Login).

For details on how to update your organisation information please see the page Modify Organisation in the Organisation Registration system.

2. Access the "Documents" section

Select the Documents section in the Content menu. This will take you to the documents section of the form, displaying, if available, documents currently uploaded to your organisation information. 

3. Add a new document(s)

 Click on the  button. It will open a pop-up asking you to upload a document.Add document

As a minimum completed and must be uploaded.  Legal Entity form Financial Identification form

EU standard Templates for and   as well as on how to complete these are available on Legal Entity form Financial Identification form instructions this page:  .Forms for EU contracts

3.1. Select a file to upload

Select a file: Click   and choose the file to upload from your computer. Choose File

Document Type: Once you have chosen your file, indicate the Document type from the drop-down list. If you do not find your chosen type of document, choose the "Other" option. 

3.2. Upload the file

Once you have made sure that you have chosen the correct file and selected the correct document type, click on  .Upload

Maximum file size is 20 MB!

There is no limit to the total size or total number of attachments but each individual file cannot be greater than 20 MB.

Your documents list will be updated with your new document.

3.3. Upload further documents

Repeat this for all the documents you need to upload to your organisation.

3.4. Update organisation with added documents

Once you added all documents, finalise the document upload by clicking on the button. Update

If this is not done, the uploaded files will not be saved in the Organisation Registration system.

After the successful update, the status column for each uploaded file is updated with a green dot. In the column a contextual menu Actions button is now available with the options  and .Download  Add new Version

The documents list is grouped by document type and has the option to search for a specific document. See List Functionalities for details. 

4. Download documents

To download an uploaded file, select the icon in the Actions column. Follow the onscreen instructions to save or open the file. Download

5. Add new version of a document

To upload a new version of a file, select the icon. Follow the onscreen instructions to upload a new version of the file. Add new document version

Do not forget to click on afterwards to save the uploaded document(s). Update Organisation

5.1. View/download historic versions

Older versions of a document can be accessed by clicking on the blue arrow, which is available in the 1st column of each document with more than one version. They can also be downloaded as described above.

Related articles

Basic functionalities of the Organisation Registration system How to add the Organisation Contact and Authorised Users in the Organisation Registration system How to register an organisation in the Organisation Registration system How to search for organisations in the Organisation Registration system How to update and delete the Organisation Contact and Authorised Users in the Organisation Registration system Keeping consistent organisation information between systems in the Organisation Registration system Manage contacts and authorised users in the Organisation Registration system Manage documents in the Organisation Registration system Modify Organisation in the Organisation Registration system My Organisations in the Organisation Registration system Organisation Registration Guide