Policyholder: How do I add files to a project?

Updated by Jennifer B.

From your dashboard

  1. Click Add files in the Welcome card on your dashboard.
  2. Select the project participants with whom you want to share the file.
  3. Add files using No files chosen [No files chosen button].
  4. Add a description. (optional)
  5. Click Add.

From your Files tab

  1. Click Files in your Main menu.
  2. Click Add files.
  3. Select the project participants with whom you want to share the file.
  4. Add files using No files chosen [No files chosen button].
  5. Add a description of the file. (optional)
  6. Click Add.

How Did We Do?