How to Scan a Document with FirmDash
- Tap the menu icon in the upper-left corner of the screen.
- Select the Files page.
- Tap the blue plus sign (+) at the bottom.
- In the To field, select a Recipient and Account.
- Select Add Attachment.
- Select Scan Document.
- Tap the white circle to take a photo of the document.
- Tap Next in the upper-right corner.
- Tap Done.
- To scan additional pages, click the picture frame icon in the lower-right corner and repeat steps 7-6.
- Note: Limit of 15 files/pages per upload.
- Rename the file.
- Tap Save.
- Tap Tags to add appropriate Tags, Year, or Month.
- Tap Add.
- Tap Upload in the upper-right corner.
Note: To attach more files, tap Add Attachments at the bottom of the screen and repeat steps 1-8.
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