Uploading from the Dashboard:
Users can upload files up to 20 MB each.
- On the Dashboard Click Upload a File.
- Select the file(s) from your computer to upload.
- Select a destination for the uploaded document by selecting an existing client file or creating a new folder.
Uploading from within a Transaction Folder:
- Navigate to the Transactions section and open the Transaction folder that you'd like to upload into.
- Select a file from your computer to upload.
For info on uploading documents using the Unique Transaction Folder Email, click here.