Documents
Uploading, finding and reusing files.
- How do I upload documents?In Documents, choose Upload and drop your files in. PDF, images, Word, Excel or CSV, up to 30 MB each.
- How do I reuse a file I already uploaded?Wherever you can upload, you can also choose Choose from Documents and pick the file. Nothing is uploaded or read again.
- How do I find a document?Search in Documents looks through file names and the text inside each file. Filter by client, kind, tag, source or date to narrow it.
- How do I tag, move or delete documents?Select files in Documents to see the actions: tags, Change kind, Move to client and delete. A deleted file can be brought back with Undo.
Still stuck? Write to support and we will get back to you. Contact support
Try it on your real work.
Don’t watch a demo. Upload a real notice, ask a real research question, try a client’s books or run a reconciliation.
- Upload
- Check
- Approve
- Decide
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