You can upload CSV-files such as bank statements and PDF files of documents like rental statements, P60's and dividends vouchers.

1. From your dashboard select Import Document

2. Select upload new document and select the document you wish to upload from your files

3. Your document will now upload and once successful you can return to the document explorer where you will see your document in the list

4. You can repeat this process any time you need to upload more documents
   

Preview your document

You can also preview any uploaded documents by selecting the magnifying glass.

Download a copy

You can download a copy for your files whenever you require one by selecting the download arrow.

Delete a document

You can delete a document if you uploaded it by mistake or if it is no longer required by selecting the bin icon.

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