How do I upload a contract?

How do I upload a contract?

If you have a contract you would like to upload to Zoey, follow these simple steps! 
  • Click Upload, which can be found on the left hand side of your screen, under the Organize tab.
  • Click Upload
  • Click the Upload symbol to select your file and click Open
  • You will see a green indicator that the file has been attached. You will also see the file name listed. 
  • Click Attach
  • Enter your contract name and effective date. Then submit your contract!
  • You can then review your contract and select to save or send for eSignature. 

  • Your contract is now saved in your Folders! 

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