Upload a document

You can upload from three places: Home, a request, or Documents. Whichever you use, the file arrives at your firm filed against the right job, and your accountant is told.

From Home

1. On Home, press Upload.

   

   Home's quick actions: Upload (1), Scan (2) and Done uploading (3).

2. BMS asks What are you sending? Pick the request item the file is for, or pick Something else to send it to the firm without a request.

   

   Pick the item the file answers, so it lands in the right place.

3. Choose one or more files from your computer or phone. They upload straight away.

From a request item

1. Open the request from Tasks or from Waiting for action on Home.

2. Under the item you are answering, open its Documents tab (1), then press + Upload (2). On a phone, Take Photo (3) opens the camera instead.

   

   Each item has its own Documents tab, so a file answers exactly one item.

3. Choose the files. The tab’s count goes up, and the file is listed under it.

You can add, but not delete

A file stays with your accountant once it is sent: you can add more, but you cannot delete or rename one. If you sent the wrong file, upload the right one and leave a comment on the item saying which to use.

Tip

You can upload several files at once. Photos (JPEG or PNG) usually arrive at the firm as PDFs, so you do not need to convert them.