Papers: Notes, Forms & Files

Uploading a File to iCouch

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You might already have some files that you’d like to upload into iCouch. iCouch let's you upload any kind of file -- anything from PDFs to movies. Let’s take a look at how to do that.

 

In the Papers tab, you will see “New Paper” at the top. Go ahead and click on it to see a few options. Let’s pick “Upload File”.

 

 

When you choose to upload a file, you will see the File Explorer pop up if you are using Windows, and Finder pop up if you are on a Mac.

 

Find the file you want to add to Papers, and select it. Once you see your file in the View section of Papers, you can change the file name and assign it to a client.

 

 

Then click the “Save” button, and choose the three dots for more options, such as “Share”, to send the document to a client.

 

Now you’ll see your newly uploaded document on the main Papers page.

 


That’s it! If you need more help or have questions, feel free to contact us at support@icouch.me and we will be happy to help!

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