How to Upload Files

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First things first—be sure you're in the Docs+ app, not the core Remine app. Once in Docs+, you can upload files (up to 20 MB each) from your Dashboard or directly to the Transaction Folder you are working in. 

 

Option 1: Uploading from the Dashboard

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  • 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

Option 2: Uploading from within a Transaction Folder

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  • Navigate to the Transactions section and open the folder that you'd like to upload into. 
  • Click Upload near the top of the page. 
  • Select a file from your computer to upload. 

For info on uploading documents using the Unique Transaction Folder Email, click here.

 

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