Add a Document In Proposals

The following steps walk you through how to add a document to a proposal.

  1. Log into your account by going to
  2. Click on the “My Clients” link in the main navigation across the top of the screen.
  3. Click on the “View” button for the client you wish to edit a proposal for.
  4. Scroll down and click on the "View" button for the proposal you wish to add documents to.
  5. Click on the “Add Documents” link found in the Documents box.
  6. You can upload documents by dragging the files into the dashed green box, or by clicking on the "Upload" link and selecting the files from your computer. When complete, click on the "Save" button.

Congratulations! You have successfully added documents to your proposal. If you have any questions, please contact