How to Upload a File (Mobile)

How to Upload a File (Mobile)



Step-by-Step:

  1. Tap the blue plus icon (+) button at the bottom of the Home page.
  2. Tap Upload a File.
  3. Tap into the To field and select a Recipient (firm employee) you want to send the file to.
  4. Select the Account to be associated with the file.
  5. Tap Add Tags. Select a Tag. Select a Year and Month if necessary.
  6. Tap Apply.
  7. To write a personalized message to the firm, tap into the Message box.
  8. At the bottom of the screen, tap Add Attachment.
  9. Choose Import File from... to upload from your Files App.  Otherwise, upload from your Photo Library or Scan Document.
  10. Rename the file and tap Save.
  11. Tap Upload in the upper-right corner.

Uploading Multiple Files:



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