Organizing Documents & Files

1. 01

   Upload Documents

   Open a client record and click the 'Documents' tab. Drag files from your computer or click 'Upload'. Supported formats: PDF, DOCX, XLSX, PNG, JPG (up to 25 MB each).

2. 02

   Organize with Folders

   Create folders like 'Tax Returns', 'Engagement Letters', and 'Source Documents'. Drag files between folders. Folders can be nested up to 3 levels deep.

3. 03

   Set Permissions

   Right-click any file or folder and select 'Permissions'. Choose who can view, edit, or delete: specific staff members, teams, or client portal users.

4. 04

   Search and Filter

   Use the search bar to find files by name, client, tag, or date range. The full-text search also indexes text inside PDF and DOCX files.

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