Important - Print or Copy This Instruction Page for Reference
Click on DOCUMENTS along left side or on the drop down “What would you like to do?” and select “Would you like to upload a file?”
Create a word or notepad/text document with any special instructions to upload with our document
You are now ready to upload documents
Click on the folder of the year you want to upload documents to
Click on blue “Upload” button
Drag and drop ALL documents into box, documents will be uploaded as soon as documents are added
Or choose Browse and open folder on your computer, select all documents to be uploaded, click open. All documents will be uploaded immediately
Fulcrum Group will receive an automatic email notification for each upload
If uploading multiple persons’ documents, create subfolders for each person by going into the folder of the year you would like to upload documents to, then:
Add folder
Name folder
Repeat steps 5 – 9 if uploading information for multiple people
