- Knowledge Base Home
- Basil
- FAQs: Documents (Files)
-
Qbox
-
Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How do I upload a document to Basil?
"To upload a document, first select a folder where the document needs to be uploaded. You can click and drag files from your local computer and place them onto the Basil screen and you will see a dotted-line box for a place to upload.
You can also click Actions at the top, and select ‘Upload Folders(s) / File(s)' and browse and select the file from the local computer. You can also drag and drop files into that box. Up to 10 documents can be uploaded at one time. If you are uploading a single document, you can categorize the document using the dropdown. The document is uploaded when you click ‘Upload’."