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Using the Drive

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What does this do for me?

The Drive is your organization’s document store. Upload files once, file them under the right location and section, and retrieve them anytime. Invoices and receipts enter the OCR pipeline automatically.

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Open the Drive

Select Drive in the member portal sidebar. The Drive shows recent files with their section, size, and source-or-shortcut status.

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Upload a file

Choose the Drive section that describes the file, select the location the record belongs to, then choose or drag in a file. Choose Upload file and wait for the result below the button. Available sections cover Notices, Forms, COAs, Invoices, Receipts, Compliance images, Certificates, Permits, Agreements, and Other.

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Supported file types

The upload route accepts PDF, Word, Excel, plain-text, CSV, JPEG, PNG, WebP, HEIC, HEIF, GIF, and TIFF files. A file must not be empty or larger than 50 MB.

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Email-to-upload

Each location has a unique email-to-upload address listed in the Drive. Send attachments to that address, and the intake worker stores them in the correct location’s Drive. Invoices, receipts, and COAs enter the OCR pipeline automatically; other sections are stored without OCR.

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Reclassify a file

If a file was filed in the wrong section, owners and administrators can manually reclassify it. Choose the file and select a new section.

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Storage quota

The Drive shows your organization’s used and total storage. The quota depends on your plan. When storage is full, uploads fail until space is freed or the plan is upgraded.