Step 1. First click on the document you want to file. A preview of the document will be displayed on the right side. Click on the “Move to my Documents” button to the right or above to the left.
Step 2. A pop-up window will appear. Select the category and subcategory where you would like to save your document and click “Next”.
Step 3. After selecting a location, click “Next”.
Step 4. Choose a Document/Label (or type), such as statement, invoice, agreement, license, etc. If you have more than one Entity, you need to select the Entities in which the document belongs and click “Move”.