IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...
You may be using our up-to-date Cloud website. To access those instructions, click here.
Follow the instructions below to add more than one document to an eFile submission.
Each lead document is uploaded as a separate filing. If you find a Filing Code that matches a document you need to upload, you should add it as a separate filing. You should also add documents as separate filings when they need a file stamp. Only lead documents added to separate filings are given a file stamp.
You can also add documents as Attachments instead of lead documents. Read this article to find out when documents should be added as attachments.
To add more than one filing, first complete all the required fields for your first filing. Required boxes or fields are outlined in RED.
After you fill in all required fields, the red boxes will disappear and a BLUE Save Changes button will activate in the bottom right corner of the section. Click the Save Changes button
The Add Another Filing button will not appear until Save Changes is clicked for the first filing. The Add Another Filing button will appear at the bottom of the Filings section. Scroll back up to the Filings section and the button will be located on the right side. Click +Add Another Filing.
A new set of filing fields will appear where you can add information about your second lead document.
- Please Note: If you click the add another filing after uploading your document, this will not save what you just did as it overrides the information. You must click Save Changes, then add another filing for each document you want to file in your envelope.
Repeat the steps above until you have all your lead documents uploaded. Please note: After you click Submit, you will NOT be able to add any more documents to your submitted/pending envelope. Read this article for more information.