Drag and Drop
Documents can be dragged and dropped onto two areas in Fileassure, 1) Documents page, and 2) Home page. The difference depends on the number of documents you want to upload and specificity.
Documents page
Dragging and dropping documents to the documents page means that all the documents you want to upload are for one debtor, and that the document type might be different.
- Ensure you are on the documents page for the debtor you want to upload documents for
- Select the documents from your computer
- Drag and drop the document(s) onto the list of documents
You should notice the area highlight in a light shade of blue
A pop-up will appear allowing you to name the documents appropriately
- Select the folder name
- Select the prefix
- (Optional) Type in an additional description
- Click Upload