How do I manually upload documents

1 - Select the clients name.

2 - Click on the main menu

3- Select Other

4- Click on Manual Upload

5- Click on Manual upload.  

6- Click on Importold files to this client

7- Click on Upload PDF to Client

8- Check the appropriate menu location in the chart 

9- Click on Add files

10- Select a File from upload menu

11- Select correct classification

12- Click on Start upload

13- Click on Displaying 1-1 of 1 result...