Upload the documents your legal team requested on the Files step of the Upload Portal. You can also add files that are not on their list.
Step 1: Find the document on the checklist
Each requested document has its own row. Use the All, Needed, and Handled filters to see what still needs a file.
Step 2: Click Add and choose a file or folder
Click Add on the row, then Add File for a single file or Add Folder for a whole folder, and select it on your computer.
Step 3: Check the row
The row expands to show the attached file and moves from Needed to Handled. If the same file answers more than one request, click Also for and pick the other items.
Add files that are not on the checklist
Click Choose, or drag files onto the page.
These land in Uncategorized. Click + Categorize on a file to assign it to a checklist item.
Complete the step
As soon as one file is attached, the header button changes from Skip source to Next source. Click it when you are done. You can come back to add more files at any time.
Next steps
Continue with How do I complete a collection?.