Every file you upload stays in Documents until you remove it. Use search and filters to find one quickly.
Find a file
- Search filenames from the search box.
- Filter by category, company, service, or status.
- Open a file to see its details, a protected preview, and the records it is linked to.
Replace a file
Use the replace action on the file's row and pick the new version. You see Document replaced when it saves. Earlier versions are kept in the version history, where you can download any of them.
Delete a file
Choose delete and confirm when asked whether to delete the document. If a file is linked to bookkeeping or tax work, check with the team first. Deleting a source file can leave a gap in the record behind it.
Download
Downloads use short-lived links. If one fails, try again and it will generate a fresh link.
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