Storing Internal Files
If your practice has internal documents you may store them in a central place that all your practitioners have access to. To upload a document, select the Forms & Documents left-navigation menu item.
Once on the Forms screen select the Internal Files tab on the top of the screen.
To add a document, click the + Add button, and you will see our standard upload modal. Select or drag the documents you want to the modal and click Upload.
Note: there is a 100MB limit on file size.
To remove a document from the document center, select Archive from the ... menu on the document card.
Note: The Internal Files section is an ideal area to upload professional wills that detail who the executor is for the account.