Step 1. Select all the documents you want to file or click “Select All”. Then, select the option to “Move to MyDocuments”, located in the top of the document list between “Select All” and the “Trash” icon.
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, you will then choose a Document Label (or type), such as statement, invoice, agreement, license, etc. If you have more than one Entity, select the Entities in which the document belongs and click “Move”.