How to Upload Files in FirmDash
- 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.
- Add Account.
- To add additional files, repeat steps 4-7.
- Add Tag, Year, and/or Month.
- Tap Upload.
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