Upload and View Files

Upload and View Files

Manage files for an order directly from its Summary.

Things to Keep in Mind

  1. You can upload .pdf, .xlsx, .xls, .json, .jpg, .txt, and .csv files.
  2. Files are stored securely to keep them confidential.
  3. If a document checklist is configured, you'll see it alongside your files.
  4. Use Download All or Delete All for faster file management.
  5. Click on a file to open the preview.

How to Upload Files

  1. Go to Orders from the sidebar and open the order's Summary.
  2. Click the Files tab, next to Activity.
  3. Click Upload and select the file(s) you want to add.

Managing Files

You can upload a file against a checklist item if one applies. Files can be downloaded, shared, renamed, or deleted by you or the customer.


Need More Help?

Contact our Support team.