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Upload and share files

Updated this week

Keep your documents organized and share them easily by uploading them to the app.

Step 1: Click the Files tab in the main navigation.

Step 2: Click the Upload File button.

Step 3: Choose your file and confirm to upload.

Optional:

Select an owner to share the file with and select a date to associate with the file.

Your uploaded files will now appear in the files list, and if an owner was selected, they will be able to view it from the owner portal.

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