Mobile App - Scan and Upload

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 the "Scan Document from Photo" tile.
   
   
    
3. The pop-up message "Allow Secure Client Portals to take pictures and record video?" will appear.  Tap the "While using the app" option.
   
   

4. Capture a photo of the desired document.

5. At the bottom of the page, tap Retry to retake the photo or OK to continue with the image you captured.
   
   

6. On the next screen, you can crop the image. Use your finger to drag the corners or edges of the crop box to adjust and define the area of the document you want to keep.

7. To adjust the image, tap the Rotate icon at the top of the screen.

8. Tap the Flip icon to flip the image horizontally or vertically.

9. Once you’re satisfied with your adjustments, tap Crop in the top-right corner to proceed to a preview of the document. 
   
   

10. Once the document has been rotated or cropped, a preview will display where you can cancel the upload, capture and add images/documents to the upload, or delete a document from the upload.

11. Tap Cancel to end this upload.

12. Tap the “+” icon located at the top center of the page to capture a new photo of the document—or to take photos of additional documents to include in the upload.

13. A small image preview will appear in the lower-left corner of the screen. Tap the Delete (Trash Can) icon to remove any documents from the upload.

14. Tap Done to proceed with the upload.

15. Enter a File Name that applies to all attached images included in the upload.  After entering the file name, tap Save to proceed to the Upload Files page.

    
    

16. Enter the Subject of the Upload in the Title field.
17. 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.
18. Tap Done in the upper-right corner of the options area.
19. Use the Description field to enter any comments related to the documents being uploaded.
    
    
20. If the uploaded file needs to be shared with the Employee Portal(s), follow the Granting File Access to Employee Portal instructions below. Otherwise, skip this section and continue to Steps 21 and 22.
21. Tap Continue in the upper-right corner of the screen to complete the upload.
    
    

22. The message "File Uploaded Successfully" will appear.  Tap “OK” to view or print the File Upload Confirmation page.

    
     
    
     

     

Granting File Access to Employee Portals 

1. To share selected files with an Employee Portal, tap the drop-down arrow in the “Allow Access of this file to” field. The Select People page will display.

2. A list of the client’s employee portals will appear. Tap the desired employee(s); a checkmark will appear next to each selected name.

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