Authorized users with access to the Company Settings page can upload files related to their company, such as incorporation documents and relevant tax forms like W9, to the Mesh platform. These files will be safely stored along with your account information.
Follow the steps below to upload a file:
1. Log into the Mesh platform with an Admin or Pro profile or as a user with Tech Admin permission.
2. Navigate to the Company Settings page.
3. Scroll down to the Company Files section.
4. Click on one of the offered options to add a file.
5. Drop or Click to attach a document, then press on the OK link. Repeat this step if you want to upload additional files.
6. Once you upload the files, they will be displayed on the list shortly after.
7. Authorized users with access to the Company Settings page can click on the + sign and then on the three dots to download or delete a previously uploaded file.
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