Mobile: Managing Docs Inside Chats
Learn how to manage content in messages more effectively. We'll cover uploading documents, removing attachments, viewing documents and downloading files.
Covered here:
Uploading documents
Your tax preparer may ask you to upload documents needed for your tax preparation (e.g., Form W2, 1099-MISC, 1099-K, 1099-SA, etc.) inside a message thread. The maximum size for an uploaded file is 300 MB.
You’ll have the option of uploading files from your device, taking a photo, or linking the files that are already stored in your portal.
To add files from TaxDome, tap the plus icon inside a chat thread, then Uploaded documents. Select the folder and tap the file name. All the files from the Documents section are available here.
You can also navigate to the Attached tab inside a chat thread, tap Attach documents, then Uploaded documents.
All documents uploaded via chat threads are stored in your portal and can be found inside the Documents section.
Removing attached documents
If you have uploaded the wrong document, go the the Attached tab inside a chat thread, long-tap the chosen document and tap Remove attachment. The other options you have in this menu are similar to the ones you have for all documents uploaded to your portal.
Viewing documents
To view any of the files you or your accountant have uploaded to your chat threads, tap the name of the document in the chat thread or in the Attached tab.
Downloading documents
Download any file that has been uploaded to Chats by you or your accountant.
To download a file onto your device:
1. Go to the Attached tab inside a chat thread, long-tap the chosen document and tap Download.
2. Tap Allow to give TaxDome access to photos, media and files on your device, if needed (you need to do this only once).
3. Select the location where files should be saved.