- Go to your Client Details section > Click General Documents
2a.. You can drag and drop files from your desktop to the documents section
2B. or you click the on the floppy disk icon. When you hover over the icon it will say Upload.
3) Then choose the file that you would like to upload from your computer and click Open.
4) The document will now show in the General Documents.
Note: Documents uploaded under General Documents are visible to all users.
Remember that individual file size is 10 MB.