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".
- 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.