Capsule 2: Uploading Documents to Legale.io

Objective: Learn how to upload files to the system.

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Steps:

1. Go to “My Documents” or “Upload” #

From the sidebar, select the My Documents section or use the Upload shortcut on the dashboard to start the upload process.

2. Select files from your device #

• Use the file explorer to choose one or more documents from your computer or mobile device.

• You can also drag and drop files directly into the upload area.

3. Assign a name and category if needed #

Before completing the upload, you may rename the file or assign it to a category for better organization and retrieval.

4. Explanation of accepted file types #

Legale.io accepts the following file formats:

• ZIP
• PDF
• DOC / DOCX
• XLS / XLSX
• CSV
• PPT / PPTX
• JPG / PNG

5. View the uploaded document #

• Once uploaded, the document will appear in your repository under My Documents.

• You can preview it, move it to a workflow, or assign signers as needed.