How do I upload a file to my eDocuments folder?

If you would like to upload a file to your eDocs folder, please follow the below steps:


  1. Click on the eDocuments tab on your Dashboard.
  2. Click on the + New eDoc button.
  3. Click on Browse, choose a file from your device, and rename it (optional).
  4. Click on Save.


The new document is now saved in your eDocs folder, which is confirmed by the 'Successfully created eDocument' banner in blue on top of the page. To see the full list of uploaded documents, click on the View All eDocuments button.


The document can be attached to current Portfolio (the paperclip icon), downloaded (the cloud/arrow icon) or deleted (the trash icon) at any time. The eye icon is for looking up file details (i.e., type, size, date of uploading) whereas the pencil icon is for editing the name of the document.


For uploading many files to the eDocs folder at once, please see this Helpdesk article.

Updated on: 04/09/2026

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