Uploading Documents to a Hubdoc Organization as a User

Summary: Learn how to upload documents to a Hubdoc Organization as a user 

Overview: 

  • Log in to Hubdoc as a user
  • Upload documents to an organization

Log in to Hubdoc as a user

A user on a Hubdoc organization will have their own login credentials to access Hubdoc and the organizations they have been invited to. The login credentials consist of an email address and a password. 

To login to Hubdoc as a user: 

  1. Visit the Hubdoc login page 
  2. Enter your login credentials for your Hubdoc account 

If you have access to 1 Hubdoc Organization, you will be taken into the organization’s dashboard upon login. If you have access to more than 1 Hubdoc Organization, you will land on the Organizations page. This page lists the organizations you have access to for easy toggling between organizations. 

Upload documents to an organization

User roles allow for manual uploading of documents to organizations you have access to. Manual upload options include the Hubdoc account, Hubdoc mobile application, and email.

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