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.
Instructions:
- Open an existing project, or create a new one. Then select the Upload option.
- 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.
