Follow these steps
Step 1:
From the left navigation menu, click on Clients.
Step 2:
Search the client’s profile and click on the Edit option from the right hand side.
Step 3:
Navigate to the Documents tab (Note: click on the “Next” tab and go to the Document section).
Step 4:
Write down the appropriate Document Type/Name and select Expiry date along with Verification status.
Step 5:
Click on “Select File” or “Dropbox” to upload the required document.
Step 6:
Review the document details and click on Save to upload the document.