1. Tap the blue Plus Sign + at the bottom of your screen.
2. Select Compose a Message.
3. In the To field, tap the + to add a recipient.
4. Select the firm employee you would like to send the message to.
5. Create a Subject.
6. Tap inside the Write a Message... box to begin writing your message.
7. Tap Add Attachment.
8. Select From Photos to chose a document in your Gallery.
9. Select the camera icon in the upper right-hand corner of your screen to take a photo of the document.
a. Take photo, then tap OK.
10. Tap Done in the bottom right-hand corner of your screen.
11. Review the documents to ensure they are clear.
12. Tap Done in the upper right-hand corner of your screen.
13. Name the File.
14. Select an Account.
(Note: This is so your firm knows which Account the document is for)
15. Add a Tag & Year.
16. Tap Apply.
17. Tap Upload.
18. Tap. Send in the upper right-hand corner of your screen.