You can upload one or multiple documents directly to a Suggested Documents/Label to better organize your documents.
Step 1. Select a category/subcategory (or folder) in which you would like to add a document.
Step 2. Click on “Suggested Documents/Labels” bar located between the folder and the document preview.
Step 3. Click or drag and drop single or multiple documents from your computer to the suggested document/label of your choice.
Step 4. If you have more than 1 Entity, a pop-up window will give you the option to assign Entities to your document(s), click “Continue”. After you select the Entity(s), your document will be visible under the label you selected.