How to Send a Message When Uploading a File
Notify clients of file uploads by adding a message.
- Click +Add New in the upper-left corner.
- Click File.
- In the To field, select Recipient(s) (Contacts) and Account(s).
- Select a Year and Month if necessary.
- Select Tag(s).
- Click on the Message box to type a message to your client. (Note: if you don't type a message an automated message will populate.)
- Drag and drop, or browse to add file(s).
- Click Upload.
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
How to Upload a File (Mobile)
Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...
How to Notify Another Employee of a File Upload
Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally, this file upload should also be on another employee's radar. Here's a Pro-Tip to solve for this: Click on the message about the file ...
How to Upload Files to Multiple Contacts
After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...
How to Attach a File to a Message
To reply to a message, first click the message, and then click in the reply box. To create a new message click +Add New and then click Message. Now you can attach your files. From your computer: Click Browse in the Attachments box. In the Upload ...