Mobile App - Uploading File(s) to the Accounting Office

1. From the Dashboard, tap the Scan and Upload icon from the bottom icon tray to start the process of uploading a file to your Accounting Office.
2. Tap "Upload your Document."
   
   
3. Locate and select the desired document(s) from your device.
4. Enter the Subject of the Upload in the Title field.
5. Select the Department related to the upload by tapping the drop-down arrow. 
   The option wheel will display in the lower section of the screen. Tap the desired Department.
6. Tap Done in the upper-right corner of the options area.
   
   
7. Use the Description field to enter any comments related to the documents being uploaded.
8. If the upload needs to be shared with an Employee Portal, please take a look at the instructions I've included below. If not, please proceed with steps 9 and 10.
9. Tap Continue in the upper-right corner of the screen to complete the upload.
   
   

10. The message "File Uploaded Successfully" will appear.  Tap "OK" to view or save the File Upload Confirmation page.
    
     

     

Granting File Access to Employee Portals 

1. If the selected files need to be shared with an Employee Portal, tap the drop-down arrow and select the appropriate employee name. A checkmark will appear to the right of the selected employee.

2. Tap “Add” in the upper-right corner to return to the Upload Files screen.