Embedded Files
- In the Deal Centre, select “ New Document”.
2. In the drop-down menu, select the document you would like to add.
2. In the drop-down menu, select the document you would like to add.
Answer any question if prompted to do so.
3. If you would like to upload a new document, select “Manual Upload” at the bottom of the list.
3. If you would like to upload a new document, select “Manual Upload” at the bottom of the list.
Note: manually uploaded documents must be in their final form as they cannot be altered and signed.
4. Select Document Type. Select File from your system. Click “Add new document”.
4. Select Document Type. Select File from your system. Click “Add new document”.
NOTE: If correct document name does not appear, the Site Administrator will need to add it name through the Admin portal.
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