The Upload Doc tool allows you to upload and store any documents relevant to your business. We realize that sounds broad, but we'll get into the details, below.
Upload Doc:
Upload a new document
Click the “Upload a Document” link in either the Doc Management or Doc Processing locations or click “Upload Doc” in the main menu. Click the “Select a document” button. Once you have filled out all of the necessary information, click the “Upload” button on the upper right corner.
Note: If you assign the document to an entity AND a document type before you upload, the document will not show up on the Document Processing page, but instead will show up on the Document Management page. Once the status shows "Upload Complete!," click the “Close” button on the lower right corner.
There are three places in the Doc Management section in which you can upload a new document, which we'll cover in greater detail, below.
Doc Processing:
Doc Management: