My own File Categories
- Select PlanSmart
- Select Other
- Click on My Own File Categories
- Name your Own Custom File Category
- Click on Save
- This category will then be added under your list of custom categories
- Click on Upload Files
- Click on Standard categories
- Click on Upload to current file categories
- Select the Category
- Select the file
- Select who to send the email too or add another recipient.
- Click on Upload Files
Updated on: 31/10/2024
Thank you!