Managing Files in FirmDash
To view the Files page:
- Tap the menu icon (three dots) in the upper-left corner of the screen.
- Tap Files.
- Use the toggle bar at the top to filter by Active or Archived Files.
- Filter files by tapping the filter icon on the right-hand side of the Files page.
- Scroll down to view all filters and sort options.
- Tap on a filter to apply.
- Tap Clear in the upper-right corner to clear all filters.
- Tap the Accounts or Contacts page.
- Search for the specific Account or Contact.
- Tap on the Account or Contact to open their record.
- Tap the Files tab at the top of the screen.
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