Sunrise by Lendio Document Portal

Overview of Sunrise's Document Portal

The Document Portal allows you to securely upload documents or receive documents from your bookkeeper. 


Follow these few steps to upload your documents into Sunrise. 

Step 1: Select the Documents tab from the navigation menu.



Step 2: Click the green Upload Documents button.   
Step 3: Select your documents from your computer or drag and drop them in the browser.



Way to go! You are done! 

Delete a File

If you upload the wrong document, no problem! Identify the document you’d like to delete, hover over it and select the garbage can on the far right side. Select delete file and POOF it’s gone. Please note this action cannot be undone. 



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