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How to Manage Documents in Your Inbox & File Them Under Projects

Exchange Waivers

Use the Levelset Inbox to redirect documents exchanged outside of Levelset back into your account. Think of the Inbox as the portal that connects Levelset to the rest of the world, where you might receive documents by snail mail, email, fax, or in-person.

Click here for instructions on loading files to your Inbox. After a file is loaded to your Inbox, the next step is to save the file to the right project in Levelset.

Hover over the item in your Inbox that you would like to assign to a project, click the green View button that appears, then click the Save button in the top right corner of the document landing page.

Follow the steps to classify the document and assign it to a particular project. You can choose a project that is already in Levelset or add a new project to your account.

You may be asked to fill in additional fields depending on the type of document that you are uploading.

Assign the document to a particular project stakeholder and click Finish.

To see where the document is now stored, navigate to the full project page (use the blue universal search bar at the top of the page to quickly find the project).

The document will be stored under the Documents tab in Documents I’ve Received.