Home → Client Onboarding → Sales Rep → Uploading Files to a Form
If your form contains upload buttons (as shown below), you can add newly taken pictures (taken with your iPad's camera), existing (previously taken) pictures, or imported files to your form.
Once this button is clicked, additional options appear.
Both the icons (in the middle of the app) and the option (on the bottom toolbar) can be tapped to add photos or files.
After you select a photo or file, tap Attach to add it to your form.
Tip: If you attached the wrong photo or file, or want to replace the existing selection, simply tap the field again and select a different photo or file. The newly selected item overwrites the previously selected one.