In the Documents tab, click Merge Templates in the left-hand panel.
Click New Template (Upload)
Click Browse to select the document to upload and click Open.
Select the Folder to upload into, and click Choose.
For a document in the 'Loans - Compliance' section you will have an additional drop down where you must select the type for the following documents - Credit Guide, Quote, Credit Proposal Disclosure or Provision of Referral Services
Once the document upload is finished, your document will appear in the folder in the Documents tab.