Sharing documents from the app

To share documents with their professionals from the application, the client must:

  1. Go to the menu (Three vertical lines at the top left of the application);

  2. Click on the "files" tab;

  3. Click on upload at the top of the page;

  4. Choose the document to share from your phone.

Visibility of documents

⚠️ From the "file" tab, the client will be able to see all the files, documents, etc., which have been shared by a professional and whose visibility includes it.

To learn more about visibility, click here.

N.B.: The mobile app remains the tool of choice for the customer. On the other hand, it is possible to use a web browser to use certain functions. The browser can also be used on any smartphone, tablet or computer.

Upload via a web browser (Google Chrome)

To do this the client must:

  1. Click on the following link:;

  2. Enter his username and password (the same ones he uses on the application);

  3. Go to the "file" tab;

  4. Click on the "+" at the bottom right;

  5. Select the file to import;

  6. He can also create a file in order to classify his documents in an orderly manner.

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