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The following sections have been provided to aid in working with documents for clients:
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Adding Documents
To add a document for the client, click on the Upload Button on the Documents Tab. More than one document can be uploaded at a time.
First, click on Select and choose the document to be uploaded. For multiple documents, you can select more than one at a time in the file window or simply complete this step for each individual document. The chosen document will appear at the top of the pop-up window, as shown below. Once all documents have been selected, click on Upload.
The document(s) will appear below the button options for managing documents on this tab:
Documents may also be uploaded to a folder on this tab by clicking on the folder name in the file view and then clicking on Upload. Follow the same steps as above to select and upload the document(s).
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