Click New on the top-right corner of the screen and select Upload File from the dropdown options.

On the Work Item page:

1. Click Add.

2. Select New Client Documents.

3. Click the Upload button.

_{Figure 1: Upload File Link}

_{Figure 2: Add New Client Documents}

_{Figure 3: Upload File Link}

Via the Work Item Client Documents Button

You can click Actions, then select Attach while on the Work Item page.

You can click the Work Item Client Document’s button to quickly upload documents and perform manual indexing.

_{Figure 4: Attach Document}

_{Figure 5: Work Item Client Documents Button}

The Direct File Uploader window opens. Click the Add Files button.

_{Figure 6: Add Files}

The pop-up window shows the files present in your drive. Select the files you wish to upload.

_{Figure 7: Select File}

The selected files are populated in the Name field of the Direct File Uploader window.

_{Figure 8: Uploader Options}

Complete manual indexing steps.

_{Figure 9: Manual indexing Steps}

1. Select the appropriate Client Document Type from the list.

_{Figure 10: Client Document Type Dropdown List}

2. Confirm the description is correct.

_{Figure 11: Document Description Field}

Once the upload process is completed successfully and files are added into Docupace, the system displays checkmarks next to the Status boxes.

_{Figure 12: Upload Status}