You can upload your own documents to your doxo account to keep track of important information not received directly from a provider. Follow these steps to upload your document:
- Click the “Upload” button at the very top right.
- Click the “Browse” button to select a file from your computer to upload. Keep in mind these limitations: no more than 10 megabytes per file and no more than 20 megabytes per batch of documents.
- Click "Start Upload" and wait for the upload to finish before doing anything else in the browser window.
- Use the “Organize Your Uploaded Files” option that now shows at the top of the dashboard to add information to and organize your freshly uploaded documents.
Uploaded documents can be downloaded, printed, shredded or edited to be reassigned to a different provider or folder. Click the plus sign (+) to the left of the document icon to view additional options.