Add photos or documents to client files directly from your mobile app in just a few taps.
Instructions
- Tap the Clients icon at the bottom of the app
- Using the Search for a client bar, locate and tap on the client's file
- Tap the Uploads tab, then tap Upload File
- Follow your phone's on-screen prompts to upload a photo
- After uploading a file, tap it to view it in the app or download it to your device