While using Workflows, you do not need to manually upload documents. Instead, simply provide the Folder Path where your documents are stored, and TaxGPT Cowork will automatically access them from that location.
However, if you would like to upload documents manually, you can do that as well.
In the TaxGPT Cowork Dashboard, click the “+” icon to add documents
Select the document(s) you would like to upload from your computer
Once uploaded, the documents will be available for use within your workflow