You can upload a document by clicking the Add Document button. You will be prompted to search through your computer’s directory for the document. You can also upload documents by dragging and dropping them from your computer directly into the Practice Documents section.
When you upload a document, by default it will be nested within the folder for which you have the highest level of access. For example, if a Practice Owner uploads a document by default it will be filed under the Owner folder. Once uploaded, the new document can be moved and nested under a different folder as needed.
Documents can be moved by clicking on one and moving it on top of the folder of your choosing. You will see the folders shuffle and change as you do this based on your actions.
All document types can be uploaded here, including but not limited to Word, Excel, PDF, PPT, Images: PNG and JPEG, Videos, GIFs.