DiligenceVault allows you to upload documents and add them to an entity profile. This is helpful if you collect documents outside of DiligenceVault that you want to store a copy of on the platform.
1. "Manage" > "Products" / "Firms", select the product or firm
2. Go to "Documents" tab > "Uploads" tab
3. Select the "+Add New" icon
Refer to the video for additional information.