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How do I upload documents?

In Documents, choose Upload and drop your files in. PDF, images, Word, Excel or CSV, up to 30 MB each.

Updated 29 Sept 2026

Steps

  1. Step 1: Open Documents from the sidebar and choose Upload.
  2. Step 2: Drop files into Drop files here, or click to browse.
  3. Step 3: Files land in the vault without a client. Select them afterwards and choose Move to client.
The Upload button at the top right of the Documents page, highlighted.
Upload is at the top right of Documents.

To upload straight into a client's folder, open the client and choose Documents.

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  3. Approve
  4. Decide
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