< All Topics

How to add a Document

    1. Tap on the plus icon
    2. Type in a name for your document
    3. Classify the document type by utilizing a selection in the Category field
    4. Create a custom category by selecting “Other”
    5. Create a name for your new Category Type
    6. Add in notes to your document if desired
    7. Tap the paper clip icon to attach a PDF, an image, or capture a new image
    8. Tap “Save”