Uploading a Document to Misc Docs Management

In this video we will show you how to upload any document into your Miscellaneous Docs Management folder found on your Main Dashboard.

NOTE: this process is the same if you need to upload any PDF, JPG, Word or Excel document into the Docs Management folder found in every Detailed Dashboard.

You will learn how to upload documents from your computer as well as upload from any existing template.

To learn how to Enable the Smart Signature Technology, you will want to view the Help Video Tutorial: SMART eContracts - Features and Benefits

 

And to learn how to Create a Template Library view the video Smart eContracts -Templates

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