In Details, provide information about documents that you want to add (required fields are: Business Type and Client Document Type).

To upload files, in Upload File, click Upload (1) > Add File (2)> choose the appropriate document > Start upload (3). In Queue progress (4), you can view the status of uploaded files.

In case your site has a version history, you can choose among the document versions: from Version History, select the appropriate version.

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Note: In case you need to add a subfolder for storing documents: on the Subfolder pane, click Quick Select, and then select the appropriate Subfolder (or several if any).

Note: In case you need to add a subfolder for storing documents: on the Subfolder pane, click Quick Select, and then select the appropriate Subfolder (or several if any).

To refine a document before saving it into the system, go to Document Tools to rotate (1), stamp (2), or split (3) a document, and then click Apply to apply changes.

Once you add information for the client document, in the upper-right corner, click Save.

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