How to upload Files

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 

Steps: 

1. Select the icon 
   
2.    Files & Hyperlinks landing page  
   
3. Select either Upload File or Add Hyperlink
   
   
   1. Upload File
      1. Select the files to be uploaded and click open 
         
      2. Click X to close 
         
   2. Add Hyperlink
      
      1. Users will be directed to the Files & Hyperlinks landing page to add a hyperlink 
         
      2. Add Hyperlink and click OK