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How do I upload a document?

Table of Contents :

How do I upload a document?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Select the Client for which you want to view document and Click on View icon. It will open new window.  
5. Click on the button 'Upload Documents'. Selecting this button will open a popup window.  
6. Click the 'Group' name (the document type) of which the new documents are associated to.  
7. Click on the green icon to access your computer and then select the required files. Use the CTRL key on your keyboard to select multiple files - up to 50 can be selected per upload!

Note: Each file must be below 20MB.
 
8. After selecting the required files, click the 'UPLOAD' button to begin the upload process.  

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted

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