Adding Files to your Client Portal via the Engager Mobile Application

Please note that this is a guide for the end user, your client. It is not for the accountancy practice.

The Engager mobile app shows the same screens as the Client Portal on a phone, so you upload files the same way in both.

Add a file from the mobile app

1. Open the Engager mobile app.
2. Tap the menu button (three lines, top left of the CLIENT PORTAL bar). The menu lists each client you're linked to, headed with the client's name. Select the appropriate entity: whether you're doing it for the LTD or you're uploading something for your personal tax, you need to select the correct entity. Under that client's name, tap Files.
   
3. Select the appropriate folder, like Client Uploads. Folder names are set by your accountant, so yours may differ. You can only upload to a folder marked Read & upload. Folders marked Read-only can't take uploads.
   
4. Inside the folder, tap UPLOAD FILE.
   
5. The Upload files window opens. Tap the box that says Drag & drop files here or click to select files, then locate your desired file on your handset. Each file can be up to 50 MB.
   
6. Your file is listed as Queued. If you want to, use RENAME to change its name or ADD NOTE to add a note to it. Then tap UPLOAD.
   
7. When you see Upload successful, tap FINISH.
   
8. It has now been saved. Your file is listed in the folder with its upload date.