Documents can be uploaded in the Unfilled section of a Vault or emailed using the unique Inbound email into in the Unfiled area. From there you can move single or multiple documents to sub-categories and folders.


Moving a Single Document


Step 1:  Select the document checkbox and click the blue "Move to My Documents" button.




Step 2: Document Location. Select the category, sub-category and folder (optional) where you want to save your document and click "Next".



Step 3: Document Type. Choose a Label for your document, and check the box of the Entities that apply to this document. Click "Done"



Moving Multiple Documents - when moving multiple documents they will not show in the preview area, and all documents will be moved to the same location and given the same label.


Step 1: Select the check boxes beside the documents you want to move, then select "Move to my Documents" in the upper-left corner.


Step 2: Document Location. Select the category, sub-category and folder (optional) where you want to save your documents and click "Next".



Step 3: Document Type. Choose a Label for your document, and check the box of the Entities that apply to this document. Click "Done".