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 message to the firm.
- Drag and drop your files, or click Browse to locate your files.
- Click Upload.
Related articles: How to Upload Multiple Files | Uploading a Zip Folder
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