1. Knowledge Base
  2. Document Management

Uploading Documents for Individual Advocates

While GTR has already had an option for Uploading for an Individual Advocate, you can now select the folder to place it in for better organization.

If you want to upload for an individual Advocate, head to the Advocate List Page. This can be accessed by 

  • clicking on the Note hyperlink listed next to “New Folder” on the Documents page
  • or by heading to Advocates > Active on the left drop down menu


Once on the Advocate List Page

  1. Click on the checkbox for Advocates you want to upload the document for
  2. Click on the Upload Document 

After selecting the Upload Document, you can now specify which folder you would like the documents to be uploaded to.

  • This includes being able to upload to a nested folder as seen in the example below

If you want to have the document not put in the folder, just skip the select folder section and head to choosing the Document or WebPage