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Overview

Upload a new file using either of these methods:
  1. Click New > New file upload in the top-right corner
  2. Use keyboard shortcut Option + V (Mac) or Alt + V (Windows)
Then complete these fields, choose your file, and click Upload new file:
FieldsDescriptionExample
NameName of the file to be uploadedBella Marks ID Card
Document typeType of document being uploaded. Custom types are supportedIdentity document
Vision OCRExtract data from uploaded file for use in your records
Link to transactionAttach document to transaction record (by ID). Can be viewed on the transaction details page
Link to identityAttach document to identity record (by ID). Can be viewed on the identity details page

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Need help?

Let’s help you get started with Cloud! Whether you’re setting up your first workspace or adding Cloud to your existing tools, our team is here to help you succeed. Contact our Support team to get answers and expert guidance on making the most of Cloud.