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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.

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