*If you have not already set up the draw, do that before following the instructions below.
Anyone with the shared link can upload draw documents. Each time they do so, the lender and borrower will receive an email notification. When it is time to start the review process, the uploaded documents must first be assigned to the draw.
1. After receiving the email notification, log in to your account, click on 'Projects' in the top right menu panel, and select the project that you want to work on.
2. Click on the 'Uploads' tab in the left panel menu.
3. At the top of the Uploads page, you will see the Project Uploads section. This is where all uploaded documents will live until you assign them to a draw.
4. Click on each document in the Project Uploads section and use the dropdown menu to assign it to the current draw.
Now the uploaded documents will show up in the 'Draw Uploads' section for the draw rather than 'Project Uploads', and you will be able to go through the documents review process.
If you have questions or feedback, please call us at 1-833-4SIMPLY or email email@example.com. You can also chat with us by clicking on the blue chat widget in the bottom right corner of this page.