Add a New Document

Adding or uploading a new document to a folder is a straightforward process that can be performed by both you and your clients, provided they have access to their client portal.

To add/upload a document, click on the three dots located on the right-hand side of the folder where the document is to be uploaded, and choose the upload option.

Upon selecting the upload option, an area will appear where you can drag and drop the documents to be uploaded, or alternatively, you can click on the "Browse Files" option to select the files for upload.

If, for any reason, you prefer not to upload the document and wish to close the upload area, simply click on the X icon to close it.