Upload Documents

Upload Button
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. S...
Wed, 26 Sep, 2018 at 3:13 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...
Thu, 6 Sep, 2018 at 2:10 PM
Upload into a Folder
Another way to get documents into a Vault is by dragging and dropping one or multiple documents into a Folder. If you click or drag and drop documents, the ...
Thu, 6 Sep, 2018 at 2:12 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/subcateg...
Thu, 6 Sep, 2018 at 2:12 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 on...
Thu, 6 Sep, 2018 at 2:15 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:” ...
Thu, 6 Sep, 2018 at 2:16 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”butt...
Thu, 6 Sep, 2018 at 2:17 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...
Thu, 6 Sep, 2018 at 2:17 PM