Drag and drop your documents into the main documents display/search screen (when you have dragged the files onto the right area you will see a message that says drop your file here to start upload)
Complete the information below prior to saving documents:
- Client - start entering the clients' names you want to save the document against
- Team (optional)
- Filter (optional)
**A document can be added without being assigned to a client, team or a filter
Click on the "Save" button. Documents will show the Client Name and Code.