Uploading Multiple Files

Uploading Multiple Files

  1. Click +Add New
  2. Click File
  3. In the To field, select a Recipient (firm employee) and Account
  4. If necessary, Select a Year, Month, & Tag
  5. Drag & drop multiple files, or click Browse and select multiple files.
  6. Click Upload.


*Download the attached Client File Upload Process PDF to keep the instructions handy!

 

Related article: Uploading a Zip File

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