Adding a Local File to a Filing


1. In step 3 of the filing stepper, click the “Select File” at the bottom of the screen to select the desired document or drag and drop the document into the space to the left of the “Select File” button.

2. For each document added to the filing stepper, a document type will need to be selected from the dropdown menu before moving on to step 4 in the filing stepper.


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