...
| 1 | Click on the Work Item you would like to add the document from your Dashboard. In this example, we are in the Pending Advisor Review queue NoteTypically, you would add a document to a Work Item in this queue. But, you can add documents to Work Items from any queue you have access to. |   Accessing the Work Item | ||
| 2 | Click on the Add New button from within the Client Documents section of the Work Item. NoteYour site may have an Add button that looks like the image below.  |  Add New option | ||
| 3 | Fill out the Detail fields. The Business Type and Client Document Type fields are mandatory, but you may leave the others blank. NoteIndexing is an important feature within Docupace – the more details you enter on this page will make it easier to retrieve the document in the future. |  Entering New Details | ||
| 4 | Click on the button in the Image Content field to open the Direct File Uploader and upload the files.
|  Uploading New Document – Upload Button |
...