Documents

Here is a repository of your essential documents.

1. To reach this page, go to the Portfolio level of the app by clicking the top-left logo.

2. Click the Documents tab.

3. To download a document, click its View (or Download) link.

4. To add a document, click the Add New button.

Adding a document

1. Enter the type and document title (required) and other desired info.

2. Click Choose File to choose a file from your drive.

3. Document file name will populate automatically after you click Update.

4. Click Update.