Attaching a File from Your File Cabinet to a Post

When you write an activity feed post on the web, you can now attach a file you already have in your File Cabinet, not just upload a new one from your computer. No more re-uploading a contract or plan you have already filed.

How to attach an existing file

Step 1: Start a post in the activity feed and click the paperclip (attach) icon.

Step 2: Choose Select from Cabinet. (To add a brand-new file from your computer instead, choose Upload File.)

Step 3: In the Select a File window, find what you need. Use Search or Sorting, browse your folders, and check the box next to each file you want. The window shows an N items selected count as you go.

Step 4: Click Add Files to attach them to your post, then publish as usual.

FAQ