Finding documents

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You can find any uploaded document in the system by using the “View Documents” form. Go to the “Clients>Documents” main menu item to display this form. You can put documents into folder so you can navigate the tree and quickly locate the document you are looking for when you click the folder. Numbers in brackets show the quantity of documents in each folder and its subfolders. If you prefer to exclude subfolder's documents and to see only the number of documents in the current folder pull-down the menu by right-clicking on the selected folder and uncheck "Count documents only in folders themselves". You can apply additional filters to the list of documents using "Filters" button.

 

 

From this menu you can also add a document to this folder, create a new PDF document edit folder, hide private client's folders, hide empty folders, show all documents in all folders and export documents.

 

To operate with documents pull-down the menu by right-clicking on the selected document.

 

 

This menu contains a number of commands you can run on the document or multiple documents:

Add document – allows to upload the file to selected folder

Delete document – deletes the document

Rename document – allows you to rename the title of the document

Add work time for document - allows you to add a work time for this particular document

Save document - saves selected document to the local disk

Publish this document – publishes the document to a web-portal (available only in the versions with Integrated WebSite)

Open document by default program – opens the document using the default program configured by your system for this type of files

Open document using TaxWorkFlow –  opens the document with a built-in editor for this type of files. You can go to "File" > "Connection Settings" > "File Associations" tab to associate different file types with TaxWorkFlow or external program. Read more about it in "How to edit connection" chapter.

Email document to client – allows you to send the document as an attachment to taxpayer, spouse or both

Move document to another folder – allows you to change the document’s title and folder, also you can reassign the document to another client and create a sub-folder for it

Move document to – moves document to another folder, it allows you to select document’s folder from the expanding menu item

Export documents view list to Excel – exports the list of documents to an Excel file

Change document’s client – allows you to change a client the document is associated with (in case it was filed to a wrong client)

Reload – refreshes this list