Upload Documents

Upload Button
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. ...
Wed, 5 Sep, 2018 at 12:59 PM
Upload into a Subcategory
You can upload documents directly into a subcategory using drag & drop or clicking inside the subcategory. Step 1. Click on a category then click on...
Wed, 5 Sep, 2018 at 1:03 PM
Upload using Suggested Documents/Labels
You can upload one or multiple documents directly to a Suggested Documents/Label to better organize your documents.  Step 1. Select a category/subcatego...
Wed, 5 Sep, 2018 at 1:09 PM
Finding your Inbound Email
Step 1. Click under Welcome “Your Name” in the top right corner to show the drop-down menu. Step 2. Select “Account Settings”, then “My Profile”. You wi...
Wed, 5 Sep, 2018 at 1:12 PM
Email a Document with an Inbound Email
Step 1. Add your inbound email address to a new email or forward an older email to your inbound email address. Step 2. Add a document or if there is one...
Wed, 26 Sep, 2018 at 3:08 PM
Upload & file from Unfiled
You can also upload documents in your “Unfiled” section of the Vault. Step 1. Click on “To add documents Drag & Drop, Click to Browse or Email to:” ...
Wed, 5 Sep, 2018 at 1:23 PM
File a single document
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” but...
Wed, 5 Sep, 2018 at 1:26 PM
File Multiple Documents from Unfiled
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 documen...
Wed, 5 Sep, 2018 at 1:30 PM
How to Upload a Document
You have a few different ways to upload a file: Using the Upload button: At the top of every page, you’ll find the "+Upload&quo...
Wed, 5 Sep, 2018 at 12:07 PM