--- title: Uploading and Updating Documents in the Dossier description: Uploading and updating documents within Dossier. --- [Skip to content](https://help.yourstake.org/knowledge/uploading-and-updating-documents-in-the-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) # Uploading and Updating Documents in the Dossier ## To ensure your Prospect or Client's Dossier stays up to date, follow these simple steps to upload or update documents and review any changes made during processing. ### **Uploading Documents** 1. **Navigate to the People Tab** - From the main dashboard, click on the **People** tab. - Select the **Prospect or Client** for whom you want to upload or update documents. 2. **Upload Files** - Within the documents tab, click the purple **"Browse files"** button.![Uploading and Updating Documents in the Dossier (1)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(1).png?width=670&height=222&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(1).png) - Select the files from your device that you wish to upload. - Once uploaded, documents will appear with a yellow **“Processing”** status.![Uploading and Updating Documents in the Dossier (2)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(2).png?width=670&height=309&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(2).png) 3. **Check Upload Status** - Documents will automatically update to a green **“Complete”** status once processed.![Uploading and Updating Documents in the Dossier (3)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(3).png?width=670&height=296&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(3).png) ### **Reviewing Updates in the Dossier** 1. **Automatic Updates to the Dossier** - Go to the **Dossier tab** for the selected individual. - The Dossier will begin updating automatically based on the uploaded documents. *Note: This may take a few moments.![Uploading and Updating Documents in the Dossier (4)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(4).png?width=670&height=203&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(4).png)* 2. **Review Changes** You’ll be prompted to review any updates detected during the document processing phase. Each field will be color-coded to indicate the type of update:![Uploading and Updating Documents in the Dossier (5)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(5).png?width=670&height=353&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(5).png) - **Red**: There is a conflict. This means that there are multiple values for this field given by different data sources. Choose the best one. - Click the drop-down to choose the correct value from the options.![Uploading and Updating Documents in the Dossier (6)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(6).png?width=670&height=131&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(6).png) - **Green**: New information was added to the Dossier. - If you'd like to edit the information further, you can type into the editable text box for the field.![Uploading and Updating Documents in the Dossier (7)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(7).png?width=670&height=66&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(7).png) - **Exclude a Field** - To exclude a value from being included in the Dossier, toggle the **purple button** to the right of the field. 3. **Source Colors Indicate Confidence** - The source(s) of the information are shown next to each field: - **Green:** High Confidence![Uploading and Updating Documents in the Dossier (10)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(10).png?width=596&height=55&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(10).png) - **Yellow:** Medium Confidence![Uploading and Updating Documents in the Dossier (9)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(9).png?width=586&height=47&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(9).png) - **Red:** Low Confidence (Default toggled off)![Uploading and Updating Documents in the Dossier (8)](https://help.yourstake.org/hs-fs/hubfs/Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(8).png?width=520&height=47&name=Uploading%20and%20Updating%20Documents%20in%20the%20Dossier%20(8).png) 4. **Save Changes** - Once all updates have been reviewed and confirmed, click the **green “Save Changes”** button at the bottom of the page to finalize. Your Dossier is now up to date. 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