Step 1. Add documents to a 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 on to 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 the document. Click “Next”.
NOTE 1. You can search for the folder or if you can’t find a place click on “Filing Suggestions”, which will provide the recommendations based on the text in the document, then click “Next”.
NOTE 2. You always have the option to “Skip and File later”, which will save the document in the “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 the document even if it has not been filed.