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Upload a Document to My Documents

Product Success Team
  • Updated

Upload a Document to My Documents

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1. Start from Dashboard

 

 

2. Click on Documents

 

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3. Click on UPLOAD TO MY DOCUMENTS

 

These documents are not associated to any particular client

DF2A68A3-0737-4658-970F-6A6BBBF8D782.jpeg

4. Drag and drop files or click to browse

 

Your device's file explorer will appear. Select a file from your device

F1AEE8B9-7BE7-4D66-BC81-C61D8AE98AE6.jpeg

5. Click on Upload

 

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