You can upload documents directly into a subcategory using drag & drop or clicking inside the subcategory.


Step 1. Click on a category then click on a Subcategory that you would like to add documents to.


Step 2. In the center column “Drag and drop or click to upload” single or multiple documents from your computer.



Step 3. If you have access to more than 1 Entity, a pop-up window will give you the option to assign document(s) to other Entities, click “Continue”. After you select the Entity(s), the document will be visible under the label you selected.