Files

7 articles in this collection
Written by Dan Ferranti

How do I upload files into Wealthbox?

Written by Dan Ferranti
Updated over a week ago

Can I sort files by categories?

Written by Dan Ferranti
Updated over a week ago

If I make changes to a file directly in an integrated cloud service, will this change the file in Wealthbox?

Written by Dan Ferranti
Updated over a week ago

What is Wealthbox Cloud Storage?

Written by Dan Ferranti
Updated over a week ago

What are the different file storage options and integrations available in Wealthbox?

Written by Dan Ferranti
Updated over a week ago

When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?

Written by Dan Ferranti
Updated over a week ago

Who can see the files I upload to Wealthbox?

Written by Dan Ferranti
Updated over a week ago