Upload an external document

If you already have a document you'd like to use for collaboration, rather than create your own, you can upload it to the system.


  • The system will ask you to answer a few questions. 

  • After answering all the questions, you will need to add data to the input fields. 


  • When all the fields are completed, click “Magic!” at the bottom of your screen:


  • After clicking “Magic!” you will be redirected to the Project folder created for your document. To access the Collaboration page, click on the document:


  • Your document will be pushed to the review and approval interface.