Step 1. Add documents to your Vault by clicking the “Upload” button on the top right of the screen. A pop-up window
will appear with the next steps.
Step 2. Drag and drop a document onto this window or press “Click here to select document” to browse documents on your computer. The document upload status is shown with a progress bar.
Step 3. Select the category and subcategory where you would like to save your document. Click “Next”.
NOTE 1. You can search for the folder or if you can’t find a place click in “Filing Suggestions”, which will provide the recommendations based on the text in your document, then click “Next”.
NOTE 2. You always have the option to “Skip and File later”, which will save your document in your “Unfiled” section.
Step 4. Now you will choose a Document/Label (or type), such as statement, invoice, agreement, license, etc.
Step 5. You need to select the Entity(s) in which the document belongs and click “Done”.
NOTE 3. You can still “Search” for your document even if it has not been filed.