Tap the blue plus sign + at the bottom the Mobile App. Select Upload a File. Select Scan Document. Tap the white circle to take a photo of document. Tap Next in the upper-right corner. Tap Done. To scan additional pages, click the picture frame icon ...
Tap into the Task. Tap on the paperclip icon in the upper-right corner. Select where you want to find the photo, From Photos (gallery), Import File from..., or Scan Document. After selecting the file(s), name the file(s) and add tags (optional). ...
1. Tap the blue plus sign (+) at the bottom of the screen. 2. Select Compose a Message. 3. Tap the To field to add a recipient and Account. 4. Create a Subject. 5. Tap inside the Write a Message... box to begin writing your message. 6. Tap Add ...
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 ...
Tap the Accounts or Contacts page. Search for the specific Account or Contact record. Tap the Files tab. Tap the blue plus sign (+) at the bottom of your screen. Choose Photo Library, Scan Document, or Import file from... Rename the file. ...