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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.