Adding and sharing a document on your mobile device
- Tap the documents icon
in the mobile menu
- Tap the add
icon
- Drop files or Browse Files (maximum of 5), tap Upload
- To share a document with your contact, open the document and tap on Share
- Select (or Search) for your client, member or team, then tap Share
Adding and sharing a document on your computer
- Click on the Documents
from the REALM menu.
- Click the New
button on the left-hand side.
- Drop files or Browse Files (maximum of 5) and select Upload.
- Click on the document to open it, then select the Share button on the right-hand side. From there, you can choose the contact you want to associate the document with.
- Select (or Search) for your client, member or team, then tap Share