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 Tags. Select a Tag. Select a Year and Month if necessary.
- Tap Apply.
- To write a personalized message to the firm, tap into the Message box.
- At the bottom of the screen, tap Add Attachment.
- Choose Import File from... to upload from your Files App. Otherwise, upload from your Photo Library or Scan Document.
- Rename the file and tap Save.
- Tap Upload in the upper-right corner.
Uploading Multiple Files:
Please note: Limit of 15 files/pages per upload.
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