November 6th, 2024

New

Document Management in Mobile Apps

Users can now access documents from their mobile app to easily read and share documents on the go.

Users can take the following action:

Incorporating a Document:

  • Adding a Label

  • Uploading a Document with or without a Label

  • Applying a Document Template


Once a document has been added, the following actions can be taken:

  • Previewing a Document

  • Downloading a Document

  • Sharing a Document via Email, SMS or other method via their Smartphone

  • Deleting a Document

As always, users can create an Email or SMS Task and send any document through Nekst as well.