Attachments — Supporting documents
The Attachments tab (📎 icon in the bar) is used to upload the documents supporting the values entered in the Parent data and Child data tabs. Each document is linked to a specific field of the calculation, making the technical dossier verifiable and complete.
How the page is organised
Tabs per person
The page is divided into tabs: one for Parent 1, one for
Parent 2 and one for each child in the case.
Each tab lists the calculation fields relating to that person,
with the option to attach one or more documents per field.
The number of documents is shown in the badge next to the tab name.
Field list with coverage indicator
Each field shows an indicator:
- ○ (empty circle) — no document attached
- ✓ (green tick) — at least one document present
Uploading a document
How to attach a file
Next to each field there is an + Upload button.
Clicking it opens the device's file picker.
Select the file and the upload starts automatically.
When the upload finishes, the page refreshes and shows the new document.
You can attach several documents to the same field by uploading them one at a time.
You can attach several documents to the same field by uploading them one at a time.
Accepted formats
The accepted file formats are JPG, PNG, PDF, HEIC.
Other formats (e.g. Word, Excel, ZIP) are not accepted.
If a document is in another format, convert it to PDF before uploading.
Maximum size
Each file can be at most 10 MB.
For large documents (e.g. tax returns scanned at high resolution),
reduce the resolution or compress the PDF before uploading.
Downloading and deleting documents
Downloading a document
Click the file name to download it or open it in a new tab.
Downloading is available to all users with access to the phase,
whatever their role.
Deleting a document
The × button next to the file name deletes the document.
You are asked to confirm before deletion. The operation cannot be undone.
Deletion is possible until the phase is sealed, and only for users with editing rights (owner, collaborator, parent on their own side).
Deletion is possible until the phase is sealed, and only for users with editing rights (owner, collaborator, parent on their own side).
Fields that can be documented for the parents
For each parent the section shows the fields of the three subsections:
Income
Documents proving the parent's income: salary statement, OASI account statement,
notice from the unemployment fund, bank statement for investment income.
One document per item is enough; attach more only if needed
(e.g. several employers).
Basic needs
Documents supporting the parent's living costs: tenancy agreement or mortgage
statement, health insurance policy, phone/internet bills, rail pass,
tax assessment or tax estimate, receipts for regular medical costs.
Additional expenses
Optional documents for recognised additional expenses: gym membership,
pillar 3a statement, invoice for training courses, holiday receipts.
These fields do not require documentation, but having a document
strengthens the position if the amounts are disputed.
Fields that can be documented for the children
Child's basic needs
The child's health insurance policy, regular medical bills, school fees,
receipts for extracurricular activities, travel pass, invoice for nursery or after-school care.
Child's additional expenses
Receipts for agreed pocket money, the child's holiday costs,
sports or cultural equipment written off over time.
Child's income
Notice of family allowances, OASI/DI decision for orphan's pensions,
statement of assets in the child's name.
Access and permissions by role
Owner and collaborator
Can upload and delete documents for everyone (both parents and all children),
until the phase is sealed.
Invited parent
Sees and can upload documents only in their own tab (Parent 1 or Parent 2).
Has no access to the other people's tabs.
Sealed phase
In a phase sealed with a judgment, documents can be neither uploaded nor deleted.
In a closed phase, by contrast, attachments remain editable.
Existing documents remain viewable and downloadable by all users with access to the case.
Storage: documents are stored exclusively in Switzerland, on the application's server
(Infomaniak, Geneva), in an area not accessible from the web. Each file can be downloaded
only by users who are logged in and authorised on the case. Daily backups are also kept
in Switzerland (Infomaniak Swiss Backup).