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How to upload a document


Vault and timeline > Uploading documents

You can quickly and easily upload documents and, if you wish, share them with your Financial Team.


  1. Click the Vault tab at the top of the page.
  2. The first time you access the Vault, you will be prompted to Accept the Terms of Service.
    Upload Doc 1
  3. 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.
  4. You will have the option to share your file with your Financial Team.
    Upload D Oc 3
  5. 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.
    Upload Doc 4