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Uploading documents

Document Management

A
Written by Amanda Arena
Updated over 3 weeks ago
  1. Start with selecting the relevant project then click on 'Documents.'

2. Select 'Create'

3. Enter a 'Title' for the document, select a 'Type' option (if applicable), expiration date (if applicable), Company in which you' d like to grant 'Document Visibility' to, 'Reviewer' and/or Approver (if applicable).

4. You can add the document via 'drag and drop or click' via desktop or take a photo, select from photo library/gallery, or files via mobile device.

5. Select 'Create Document' to save.

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