How to Add Documents and Resources to Your Tapper App Follow
Adding documents to your app is a great way to add value for your clients and leads. It can save you time by making frequently shared documents available 24/7 in a centralized location. To add documents to your app:
1. Log in to your desktop dashboard and click the 'Resources' tab
2. Navigate to the 'Documents' tab of the Resources page if necessary
3. Select the "Add a Document" button then give your new document a name, select URL (paste the site in the "Document URL" field) or File (click the green "Upload" button and select the file from your computer) then click the "Save" button.
Add as many documents as you would like to your documents. Don't forget to make the documents accessible by adding a button on your home screen. Select "Document" from the Action Type drop-down menu to allow users to view a specific document (See below for supported file types) and "Document List" to link to your entire library for download of individual resources.
*Supported file types include: doc, docx, xls, xlsx, ppt, pptx, pdf, pages, ai, tif, tiff, svg, eps, ps, xps
Still have questions? Email us at support@cardtapp.com or call 1-855-827-5127.
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