‹ Workflow
/
Files
Files
Review locally recorded documents and folders for the active client.
SMS Invitation
Copy Invitation Link
Send Invitation
Files Tutorial
Upload File
Create Folder
Search Document
Go!
Sharing
All files
Shared
Not Shared
Page size
5
10
25
50
75
100
Share IRS Forms / Letters
Move Selected
Delete
Export
Document Name ▲
Doc Type
Date/Time
Size
Actions
Any Type
Excel
PDF
Word
WordPerfect
JPG
PNG
TIFF
HTML
Zip