How to Add a Document to an Account

Managing family paperwork just got easier. Categorize and upload documents within Accounts in only a few simple steps, giving you an additional organizational system to house documentation right where it belongs, within a family's account. 

We recommend creating document tags to classify your documents before you begin adding documents to accounts. You can do so via Configuration > Manage Tags. For more information, check out our tag management article. 

How to Add a Document to an Account

1. Click Families
2. Click Accounts
3. Select the account you'd like to add a document to 
4. Click Documents
5. Click the Add Document button
6. Drag and drop or select the document you wish to upload
7. Specify the following:
   1. Document name (required)
   2. Expiration Date (not required)
   3. Document Tag (not required)
8. Click Save

If you have any questions, please reach out to helpdesk@kangarootime.com.