How to Attach Files to a Task
- Tap into the Task.
- In the Attachments box, either Drop files to attach, or Browse.
- If dropping, drag and drop the file from your File Explorer or Finder into the Attachments box.
- If browsing, click Browse, and select the Browse option to open the File Explorer or Finder window, and locate the document you wish to add.
- Once you've clicked on the file, select Open.
Repeat these steps for multiple files. - After selecting the file(s), name the file(s) and add tags (optional).
- Tap Upload, and let the system upload the document. The box will close automatically after the upload is completed.
- You will now see the attached file(s) in the Task.
- Tap Mark Complete (at the bottom of the page).
Related article: How To Attach a Document to a Message (Mobile) | How to Electronically Sign a Letter in a Task (Mobile App)
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