
How to Upload Documents to the Portal
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In the “My Folder” field on the left side of the screen, select the “Documents to Preparer” folder
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Select the “Upload” link at the top left corner of the “Documents to Preparer” field
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In the “File Upload” screen, under the words “Select file(s) then click Upload,” click on the grey box with the words “Select file(s)” on the right side of the box
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From your computer’s documents menu, select the file you wish to upload
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Once you have selected the desired file, double click on the file OR click “Open”
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Your selected file should now appear in the grey “Uploading Files” box
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If you wish to upload more files, repeat steps 3 through 5
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Once you have selected all the files you wish to upload, you should see them in the grey box under the words “Uploading Files”
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Click the “Upload” option at the bottom left corner of the “File Upload” screen
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Your files should now appear in the “Documents to Preparer” field
