Uploading a Document to the Buyer File

How to Add a Document to a Buyers File

Adding a document to a Buyers File is a simple and quick process. Follow the steps below to successfully upload your document.

Steps to Upload a Document:

1. Access Your Buyers File

   • Open your Buyers File and ensure you are in the correct section.

2. Navigate to the Documents Tab

   • Locate and click on the Documents tab.

3. Upload a Document

   • Click on the blue Upload button.
   • You can either drag and drop a file into the designated area or click Browse to select a file from your computer.
   • Choose the desired document and confirm the selection.

4. Verify the Upload

   • Once the document is uploaded, a green checkmark will appear to indicate a successful upload.
   • The document will now be visible in the Documents tab.

5. Manage Your Document

   • Click the arrow icon next to the document to preview it.
   • If needed, edit the document title for better organization.

Need Assistance?

If you have any questions or encounter any issues, please reach out to our support team at support@loop.software.

Thank