How to upload Files
Store documents or create an external hyperlink by using the Files icon
Overview:
Learn how to store documents such as orders, quotes, estimates, and invoices or create a hyperlink to an external source by using the Files icon within Accountability
The
icon appears in most functions within the Accountability system
Step by Step Guide:
Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.