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How To Attach a Document to a Message (Mobile)
Liscio Support avatar
Written by Liscio Support
Updated yesterday

Your clients can attach documents to a message by following these instructions:

  1. Tap the blue plus sign (+) at the bottom of their screen.

  2. Select Compose a Message.

  3. Tap the To field to add a recipient and select an Account.

  4. Enter a Subject for the message.

  5. Write their message by tapping inside the Write a Message... box.

  6. Tap Add Attachment.

  7. Choose from Photo Library, Scan Document, or Import File from....

  8. Rename the file if desired.

  9. Optionally tap Add Tags & Year to further categorize the file.

  10. Tap Apply.

  11. Tap Upload.

  12. Finish by tapping Send in the upper right-hand corner of their screen.
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