How do I upload a contract?
If you have a contract you would like to upload to Zoey, follow these simple steps!
- Click Upload, which can be found on the left hand side of your screen, under the Organize tab.
- Click Upload
- Click the Upload symbol to select your file and click Open
- You will see a green indicator that the file has been attached. You will also see the file name listed.
- Click Attach
- Enter your contract name and effective date. Then submit your contract!
- You can then review your contract and select to save or send for eSignature.
- Your contract is now saved in your Folders!
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