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Can I upload Files Using the Wealthbox Mobile App?

Wealthbox Support
Wealthbox Support
  • 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. 

 

 

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