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Upload Doc

There are three places in the Doc Management section in which you can upload a new document:

Doc Processing:

Doc Management:

Upload Doc:

Upload a new document
Click the “Upload a Document” link in either the Doc Management or Doc Processing locations or click “Upload Doc” in the main menu.  Click the “Select a document” button.  Once you have filled out all of the necessary information, click the “Upload” button on the upper right corner.  

Note: If you assign the document to an entity AND a document type before you upload, the document will not show up on the Document Processing page, but instead will show up on the Document Management page.  Once the status shows "Upload Complete!," click the “Close” button on the lower right corner.

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  1. Bryce Hammond

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