Planet Soho Knowledge Base/My Business/Documents


How do I upload a document?

PlanetSoho Support Team
asked this on May 18, 2011, 10:13

To upload a document, follow these steps:

  1. Click on the Invoicing tab on the top menu bar.
  2. Click on the Docs tab on the far right.
  3. Select the orange + button at the top right.
  4. Browse through your files and click on the image that you wish to upload.
  5. Click Open..
  6. Click the orange Save button to upload your document.
Your Document Title is automatically set to the name of the document, however you can name your document anything you want by clicking in the Document Title field.
The To Folder field lets you select which folder you would like to place your document in. Click here to learn how to add a new folder to your account.
You can also add some brief Comments to your document in the Comments field. Your comment is limited to 500 characters.
You can change the Document Title or Comments, or move the document to a different Folder at any time by editing your document's information. Click here to learn how to edit your document's information.
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