Uploading Multiple Files
- Click +Add New.
- Click File.
- In the To field, select a Recipient and Account.
- Select a Tag. If desired, also add a Month and Year.
- 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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