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

• Drag and drop files to the bottom of the document list OR Click the "Add a Document" button

• Select the type of document (file or URL)
• If file, click the “Choose file” button, select the file to upload, and click “Upload”.
• If URL, paste the url into the “URL” field

• Click the green “Save” button

Add as many documents as you would like.  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.