--- title: Upload Documents and Generate a Dossier description: The guide on how to upload documents to a client or prospect to combine all their information into one Dossier. --- [Skip to content](https://help.yourstake.org/knowledge/upload-documents-and-generate-a-dossier#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) # Upload Documents and Generate a Dossier ## The guide on how to upload documents to a client or prospect to combine all their information into one Dossier. 1. From the [home page](https://www.yourstake.org/ui/advisor/home?hsLang=en), select the People tab located to the left of the site. ![Upload Documents and Generate a Dossier (1)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(1).png?width=688&height=201&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(1).png) 2. Select the Prospect or Client to upload documents to by clicking on their name. ![Upload Documents and Generate a Dossier (2)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(2).png?width=688&height=154&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(2).png) 3. Choose the "Documents" tab located within the client portal. Then select the purple "Browse files" button. Select the documents for the client to be uploaded. ![Upload Documents and Generate a Dossier (3)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(3).png?width=688&height=259&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(3).png) 4. As the files are uploading, they will show a "pending" status. Once complete, the status will show as "completed". ![Upload Documents and Generate a Dossier (4)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(4).png?width=688&height=229&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(4).png) 5. Select the purple view button next to a document to check the extraction and verify the results. (Note: The "Validation Issues" refers to the document checkup - we recommend the user verifies this information before generating the dossier). ![Upload Documents and Generate a Dossier (5)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(5).png?width=688&height=330&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(5).png) 6. To generate the Dossier, select the Dossier tab. The Dossier generation is triggered automatically when new information is added to the client or prospect. If the Dossier is not updated automatically, then click on the "Update Dossier" button. ![Upload Documents and Generate a Dossier (6)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(6).png?width=688&height=223&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(6).png) 7. Once the Dossier has been generated, the user will receive an email and will be redirected to the Review page. Once all the information has been verified, select "Save Changes". ![Upload Documents and Generate a Dossier (7)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(7).png?width=688&height=438&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(7).png) 8. To edit any values, select the text box and enter the updated information. Click on the purple "Save Changes" button to verify. ![Upload Documents and Generate a Dossier (8)](https://help.yourstake.org/hs-fs/hubfs/Upload%20Documents%20and%20Generate%20a%20Dossier%20(8).png?width=688&height=275&name=Upload%20Documents%20and%20Generate%20a%20Dossier%20(8).png)   - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake