By Team1 author7 articles
How do I upload files into Wealthbox?
Can I sort files by categories?
If I make changes to a file directly in an integrated cloud service, will this change the file in Wealthbox?
What is Wealthbox Cloud Storage?
What are the different file storage options and integrations available in Wealthbox?
When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?
Who can see the files I upload to Wealthbox?