How to Upload a Document

Add documents to your transaction(s) and choose how to share them.

How to upload a document 3.21

1.  Find and view the transaction from your transaction list.

2. Navigate to the "Documents" tab from within the transaction and select "Upload a Document" on the Left-hand panel.

3.  The Add Document prompt will show with the options to Drag & Drop, Browse, or Upload from Google Drive.

Select a document category and click "Done."

4. You'll see the document stored under the category selected with options to update the document name, view/share/delete, and change category.

 

Questions about uploading documents?

Contact Support@transactly.com or chat us in the bottom right.