Tip: If you would like to see a video walkthrough of these steps, please use the following URL to launch the video: How to handle physical client documents.
Generate the Cover Page PDF
1. While in a Project, click on the ⚙️to open the Project Settings.
2. Click on Export PDF Cover Pages. A download prompt should begin from your browser.
3. Open the downloaded PDF. The first page contains the Project ID, and instructions.
4. In the document are Cover Pages that relate to Tasks inside the Project. Insert the relevant pages of the scanned PDF after each Cover Page.
Upload the Cover Page PDF
After you have completed the PDF for upload, follow these steps to upload them into your Project!
1. Click to open the Profile menu.
2. Click Upload Scanned PDF.
3. Drag and drop or click Browse Files to open your computer's file explorer.
a. You'll receive a success message and the work item will appear below with a status of 🟡 Processing.
Once the work item is in the status 🟢 Complete, you can:
4. Click View to see a full list of the tasks and the number of pages that were detected and uploaded successfully.
5. Click the Project Link to be taken to the project directly and review!
