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How do I upload files directly to Pequity Support?

 

Step-by-Step Guide: Uploading Files to Pequity Support

You can easily submit files directly to Pequity Support through the app. Follow these steps to securely upload your files for import:

 

Step 1: Open the Help Section

    • Log in to your Pequity account.
    • In the bottom-right corner of the app, click on the “Help?” button to access support options.

 

Step 2: Contact Support

    • Once the Help menu opens, select “Contact Support” from the list of available options. This will open the support contact form.

 

Step 3: Add Context and Attach Your File

  • In the contact form, add any relevant context to your request. This could include a brief description of the issue or why you’re submitting the file.

  • In your message, clearly specify the file type you are submitting, such as:
    • Updated ranges
    • Updated people
    • Comp cycle data
  • Additionally, mention any data additions or specific callouts you’d like Pequity Support to be aware of (e.g., new data points, changes to current data).
  • Drag and drop your file into the designated area for attachments. You can also use the “Browse” option to select a file from your device.

Step 4: Submit Your Request

  • After adding the necessary context and attaching the file, click “Submit” to send your request to Pequity Support.