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How To Upload Documents
How To Upload Documents

Help with uploading documents on mobile app

Updated over a week ago

Uploading documents quickly prevents errors and gaps in your data. Maintaining accurate records means we can provide clarity and peace of mind. Better data means better books.

  1. Use the upload button on the dashboard or tap the β€œDocuments” tab

  2. In β€œDocuments”, click the + icon at the bottom right of your screen

  3. Select a photo or file or take a new photo (make sure the details are clearly visible)

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