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How To Add a Document

Upload documents into files and folders.

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Written by Support Team
Updated over 2 years ago

Step 1: Select "Documents" on the left side of the screen. 

Step 2: Choose how you want to upload your document.

OPTION 1: Upload a document and then have the option to drag the document into a specific folder. You can upload a document by clicking the blue "Upload Documents" heading.


Drag and drop the document into the box or click "Select Files" and choose a document from your computer. Once uploaded, the document will automatically add to the list. 

*Click on the uploaded document from the main list and drag it into a yellow folder to organize, if desired. (You can create folders anytime by selecting the blue "Add a folder" heading at the top of the screen.)

OPTION 2: Upload a document into a specific folder by clicking the folder, then clicking "Upload." This will automatically place the document in the highlighted folder.

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