Add documents to your transaction

There are two streamlined ways you can add documents from your desktop to SimplyAgree. 

The first is to drag and drop:

1. Navigate to the Transaction Overview page by clicking the transaction name in the top left corner of the screen or the home icon on the left-hand sidebar
2. Expand the 'Upload queue' panel in the bottom left corner of the screen by clicking the ^ symbol
3. Select one or more documents from your desktop, a file folder, or an email
4. Drag those documents right into the middle of the Upload queue panel
5. Once they've uploaded, select the appropriate status and then click Add documents to transaction

The second option to select files from your desktop:

1. Navigate to the Transaction Overview page by clicking the transaction name in the top left corner of the screen or the home icon on the left-hand sidebar
2. Click the laptop icon on the Upload queue panel or expand the Upload queue panel by clicking the ^ symbol and then selecting the 'Browse' button
3. When your file finder pops up, select the documents you'd like to add
4. Click 'Open'
5. Once the documents have uploaded, select the appropriate document status, then click 'Add documents to transaction'