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To add documents into an existing Work Item, perform the following steps.
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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 Typically, 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. |  Image ModifiedAccessing the Work Item |
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Click on the Add New button from within the Client Documents section of the Work Item. Your site may have an Add button that looks like the image below.  Image ModifiedView Larger Image |  Image ModifiedAdd New option |
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Fill out the Detail fields. The Business Type and Client Document Type fields are mandatory, but you may leave the others blank. Indexing 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. |  Image ModifiedEntering New Details |
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| 1 | Click on the button in the Image Content field to open the Direct File Uploader and upload the files. | Tip |
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Alternatively, you can drag and drop files from your drive into the rectangular box below. |
|  Image ModifiedUploading New Document – Upload |
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