Document Management
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      2. Document Management

      How do I upload a single document to the end of my checklist?

      This is for users who want to upload a single document to the end of their checklist.

      To upload a single document to the end of your checklist:
      • Click “Add Row” at the bottom of the checklist. 
      • Click "Document".

      Click Document.

      • The sidebar will automatically open.
      • Click “Upload File".
      • Click “Choose File” and select the file you wish to upload.
      • Click “Upload File”.

      See How do I rename documents? for more information on how to rename a document.

      Please always remember to give your clients permission to view documents or they will not be able to review and sign documents when they access the platform. See How do I change permissions for documents in my project? to learn more about changing document permissions.