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
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
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