Uploading Multiple Files - Firms
- Click +Add New
- Click File
- In the To field, select a Recipient and Account
- If necessary, Select a Year, Month, & Tag
- Drag & drop multiple files, or click Browse and select multiple files.
- Click Upload.
Note: Files uploaded outside of a message or task have the option to be marked as Firm Only so clients cannot see the files.
Related article: Uploading a Zip File
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