How to Upload a File (Desktop)

How to Upload a File (Desktop)


  1. Click Upload File in the upper-left corner.
  2. The Firm recipient(s) should populate in the To box. Add additional recipients, if desired.
  3. Add a Message in the Message box, if desired.
  4. If you wish to add additional details, like Year, Month, or Tags, click Add Details.
  5. Drag and drop your files, or click Browse to locate your files.
  6. Click Upload.
  7. Once all desired Files have been added, click Submit.
Note: If you are uploading from a PC, and select a folder to upload, it will upload all the files in the folder but not the folder itself. If you are uploading from a Mac, and select a folder to upload, it will result in an error message. On Macs, please select only the files you need to upload, not a folder.

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