Uploading documents to Document Manager in KIS Desktop

Uploading documents to Document Manager

• Login to KIS Desktop.

• Click on the Clients icon and open the return to which you want to add the document to.

• From the return main screen select the DM Docs icon at the top far right.

• Click on the blue button labeled Add.

• On the Document Description box you can add the type of document you are adding; ex. License, SSN card, etc.

• Under Scanner Model select MCD if you are using a scanner to scan this document to upload or select HD Camera if you are using a camera to take a picture of the document, and click on the blue button SCAN.

• If you have the document saved in your computer/Laptop, click on the blue button BROWSE in the Path/Filename for Document.

• Select the document you wish to upload and then click OPEN.

• Under Document Type, you can select from 3 types of files, JPEG, PNG, or PDF.

• On Type of Document you can select from Identification, Income or Other.

• Click Save Document, and you’re done.