Upload a document

1. On the Documents page, click Upload.
2. Drag a file in, or browse to choose one. The title pre-fills from the filename — edit it if you like.
3. Optionally pick a category/folder to keep things organized.
4. Set who can see it (see Share a document with a client), then upload.

The accepted file types and size limit are shown in the upload dialog (common document and image types, up to the size cap). Uploaded files appear in your library right away.