Knowledge Base

Learn about features, integrations, customizations and more.

Can I upload Files Using the Wealthbox Mobile App?

Eduardo  Mondragon
Eduardo Mondragon
  • Updated

Yes, with the updated mobile app, you can upload files using the "Files" component.

To upload a file, select the "Attach File" dropdown and choose "Attach from My Device".

From there, you can take a photo or video to upload, choose one from your photo library.