Vault and timeline > Uploading documents
You can quickly and easily upload documents and, if you wish, share them with your Financial Team.
- Click the Vault tab at the top of the page.
- The first time you access the Vault, you will be prompted to Accept the Terms of Service.
- On the left menu, select Shared With Me and select the folder you wish to upload to. Then you may Drag and Drop a file into the workspace or use the New button to upload a file.
- You will have the option to share your file with your Financial Team.
- Once the document is uploaded, you may click the checkbox next to the file and from there either Rename, Share, Move, Delete or Download the document.