How do I upload a bill or document?

You can manage your documents and files in the Botkeeper Financial Hub.

First, log into your Botkeeper Financial Hub, which is built on Google Drive, meaning you’re able to manage your files (upload, download, edit, and delete) either directly in the client financial hub or on Google Drive. To upload a document, you can click the + button at the bottom of the page and then two smaller buttons will appear: the green button (that looks like an upside down T) is how you can upload documents from your computer; the yellow button (that looks like a folder) is how you create a new folder.