Documents
- Documents Section Overview
- Uploading Documents
- Permitted File Types
- Working with Folders
- How to View, Edit, Download, Print, Filter Documents
- Locked Documents
- How to Specify Where Files Are Downloaded
- How to Approve Firm Prepared Documents
- Sharing Documents with 3rd Parties
- How to Sign Documents
- Creating & Completing Organizers
- How to E-Sign a Contract
- Built-In PDF Viewer
- Notify Your Firm You’re Done Uploading