How to Upload Files in FirmDash

How to Upload Files in FirmDash

  1. Tap the Accounts or Contacts page.
  2. Search for the specific Account or Contact record.
  3. Tap the Files tab.
  4. Tap the blue plus sign (+) at the bottom of your screen.
  5. Choose Photo Library, Scan Document, or Import file from...
  6. Rename the file.
  7. Add Account.
  8. To add additional files, repeat steps 4-7.
  9. Add Tag, Year, and/or Month.
  10. Tap Upload.

            Upload_File.gif


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