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How do I upload a document to my Cake account?

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Cake allows you to upload existing files to your Cake account so you can store all your plans and important documents securely in one place.

  • Log in to your Cake account

  • Navigate to the “Store Your Documents” section

  • Click on the “Upload document” button

  • Click “Browse your computer” 
    • Please note: you can also search for files on your mobile device if you are using Cake on your phone.
       
  • Select the file from your computer that you want to upload.
    • Please note: the maximum file size for uploads is 30MB. Only document files (PDF, DOC, DOCX, TXT, RTF, XLS, XLSX, ZIP) and image files (JPG, GIF, PNG) are allowed.

  • Select a “Document type” from the dropdown

  • If desired, update the “document name”

  • If desired, add a note to provide further information about your document

  • Click “Save

  • When the file is done uploading (you should see a “File uploaded” message), click “Close

You can manage, view, and print any files you upload in the “Store Your Documents” section.

Stuck? Send a message to Cake Support. 

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