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Adding local documents
Adding local documents

Guide on adding documents to your bundle

Updated over 5 months ago

To add documents to a section, first select the "Add new" button at the top of the bundling screen.

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In the "Add new" menu, select the document tab to begin adding documents stored locally on your machine. If you have connected your account to a document management service, use the respective tab to add documents from there.
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Once you have chosen your documents, they will appear in a list on the right. You can choose which section to add them to by using the section drop down, to the left of the "Add" button. Once you are satisfied with your selected documents and which section they will be added to, click the "Add" button.
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