Summary:

Both client accounts on Free Plans and Paid Plans can upload documents to their ‘Document Vault’ but the accounts on a Paid Plan receive more storage space in the vault. Users would need to have a picture of or a scanned version of the document to upload it into the ‘Document Vault.’

All documents that are uploaded can have their own permissions; this topic is discussed under Permissions in this ReadMe document. Uploading documents via a partner account has its own sections on this ReadMe document due to account type specific features, please see Partner Document Linking.

Usage:

To add a document a user would need to click on the ‘Add Document’ button which would bring up the user’s file explorer on their computer. The user would then locate the scanned file on their computer, which would bring up the ‘New Document’ form. On the form the user can change the name of the document, select a folder or create a new one in the ‘Document Vault’ to store the document, and select the type of document being uploaded.

The user can add in any additional notes about the document that may be helpful and set the accompanying permissions. Once the form is complete, they will click the 'Create Document' button.