What is it? offers Tax documents, Legal and formation, Financial records, Payroll and contractors, and Something else. Choose the category that best describes the actual file you are sending.
A category helps organize the library. It does not decide a tax treatment, create an accounting entry, or confirm that a filing or other service is complete. The file’s contents and the related workflow still need their own review.
If a batch contains unrelated kinds of documents, consider separate uploads so each batch has a useful category and note. Keep the company context correct. When a specific request asked for the file, open that request’s upload action rather than relying on category alone to associate it.
Use Something else when none of the available categories fits, and explain the purpose briefly in Note for your team. Avoid inserting passwords or one-time links in the note. Check the resulting document’s details after receipt if you need to confirm how it was classified. Ask the team about an incorrect association instead of repeatedly uploading the same file under several categories.
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