Document Storage: Step-by-Step Guide

This guide shows you how to upload, manage, and access your files in the Document Storage area.

Getting Started

Create Your Account

You’ll need an account to access Document Storage features.
Go to Register and fill in your details.
Once registered, you’ll be directed to your My Account dashboard..

Choose a Subscription

Document Storage is included in all subscriptions.
Pick the document package that suits you and pay securely via Worldpay.
Your subscription is active immediately.

Access Your Document Storage

Go to Document Storage from the My Account page. From here, you can see an overview of your existing files and your folder structure.

1

Step 1: Create a Folder (Optional)

Enter a folder name and click Create Folder .

2

Step 2: Choose a File for Upload

Click Choose File and select a document from your device (PDF or Word format)
Then click Upload File to add it to your storage .

3

Step 3: Organise Your Files

Click the icons next to any document to:

Download it
Move it to a folder
Rename the file
Delete it

And click "eSign" to send a document for e-signature

Tip: Use folders to group documents by client, case, or status.

Simply-4-Business Ltd Registered in England and Wales No. 4868909 Unit 100, Parkway House, Sheen Lane, London SW14 8LS

Top