How to Upload a Document

Modified on: Fri, 17 Aug, 2018 at 11:38 AM

In order to upload a document with your mobile device you must first take picture of the document or have it saved to your phone.

Step 1.  To upload a file from the mobile application select the location (category/ subcategory/ folder) from "My Documents".

Step 2.  Select the arrow button on the bottom right of the app.

Step 3. Select document location in your phone. 

Step 4. Next you will assign the document to an Entity and select the check mark in the top right corner to save.

You will then see your document and can click on it to view.

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