How to Upload a Document

Modified on: Thu, 8 Oct, 2020 at 1:45 PM

Please Note: In order to upload a file using the mobile app, you will need to have a screenshot or a picture of the document stored in the Photos application on your iPhone.

Step 1

Select 'My Documents' and then select location you wish to upload your file to.

Category (Image 1)                                    Sub-category (Image 2)                           Folder (Image 3)

Step 2 

Click the plus icon in the bottom-right corner.

Step 3

Select the 'Camera' or 'Gallery' to upload an image of the document. 

Step 4

Select the Entity and then tap "Save" in the top-right corner.

Step 4

Once your document has been successfully uploaded click 'OK' 

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