Store files and folders on the Files page

Upload files

1. Open the folder you want the files in.
2. Drag files onto Upload files, or click Select Files. To upload from your phone, click Mobile Upload and scan the code.
3. Check the list under Selected Files and click Upload All.

Folders

• Click + next to Folders and type a Folder name. It is made inside the folder you're viewing.
• Drag a file onto a folder, or use Move to Folder in its menu. Tick several files to Move or Delete them together.
• A folder's ⋯ menu has Rename and Delete. Empty a folder before you delete it.

The special folders

• Client Portal: files here show to every customer in their Client Portal.
• Shareable Files: your AI can send these to customers who ask, like a care guide or price list.
• Signatory Documents: blank forms your crew can have signed from a job, under Signatures Required.
• Signed Documents: signed copies, with a folder for each job.

File actions

A file's menu has Move to Folder, Preview, Rename, Duplicate, Download and Delete, and Add to Shareable Files. PDFs also have Edit PDF, Set up for signing and Send for signature. To put a file in one customer's portal, choose Send to Customer, then Portal, add an optional note and click Share to Portal.

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