If you have a document in your shared drive, or a vendor sent it to you outside of Billy, it is very easy to bring that document into Billy. Here's how:
Step 1: Navigate to the project the document is associated with.
Step 2: Find the vendor under the "Contracts" tab.
Step 3: Click the "Documents" sub-tab.
Step 4: Drop and drag the file into the grey box, or Choose a file to upload via the blue "Choose a File" button.
The document will take a few moments to load then it is ready for your review!
Managed Plan Partners: If you are on a Managed Plan, we will see the document next time we are in your account to review documents. You do not need to let the Billy Team know you uploaded the document.
Still Need Help?
If you have any questions or need assistance, you can reach us in the in-app chat, or you can email your Customer Success Specialist anytime.
