How to view, edit, download, print, filter documents

Explore document actions — preview, mark as read, edit, and more. Learn how to handle documents with ease in this article.

Covered here:

Previewing documents

Click on the name of the document to view it. All PDFs with Client can view and edit permission level open in our built-in viewer, where you can complete fillable forms, use annotations, change the orientation of the document, and more. Here's more info on using our built-in PDF editor.

While viewing a document, you can also download it, move it to another folder, print, edit or delete it (some of these options are available only for documents with the Client can view and edit permission). Click the three-dots icon in the upper right corner to access these options in the pull-down menu.

Click the three dots in the upper right corner and select Show more info to see the document description or the reasons for document disapproval or voided signature (the button is not shown if there is none). Click X to the right or select Hide more info in the three-dot menu to close the additional info.

Click Back at the bottom to return to the list of documents.

Marking documents as read

In the Recent and Folders subtab of the Documents section, all files that haven't been viewed or downloaded yet and all folders containing such files are marked with a New tag. This tag is displayed until the file is either viewed or downloaded.

To remove this tag for any file(s), switch to the Folders tab, select the checkbox to the left of the documents you want to mark as read, then click Mark as read above the list. Or select a folder so that all the documents inside it get marked as read.

Printing documents

To print PDF documents and images (JPG, JPEG, PNG, GIF, BMP, WEBP, etc.) from an account, click the three dots icon to the far right of the document’s name, then click Print. You can also access the Print link from the document viewer.

Downloading documents

To download your files, follow these steps:

  1. Select the files/folders you want to download, then click Download in the menu bar.

Note: You can also access the download link from the document viewer.


2. If prompted, choose where you would like to save the file, then click Save.

3. When the download finishes, you’ll usually see it appear at the bottom of your browser window. Click on the file’s name to open it. For more details on how to specify where files are downloaded, go here. If several files/folders were selected, the documents will be packed to a zip archive.

Deleting and restoring documents

To delete a document from TaxDome, put it in the Trash. The file will stay there for 30 days, and then will be permanently deleted. Files that were deleted from a folder with Client can view and edit permission by your accountant are also available in the Trash for 120 days.

1. Select the checkbox next to the documents you want to remove, сlick the three-dot icon at the top right, and click Delete.

Another way to access Delete is from the document viewer.

2. Or find Delete in the menu bar.

3. Then click Delete in the Delete confirmation pop-up.

Note: You won't be able to delete files from folders with Client can view  permission level.

Access all files that were deleted during the last 30 days by switching to the Trash tab on the Documents page.

Note:

  • Files removed from different folders are displayed in one list. You can see a document’s location in the PATH column.
  • You still can download files when they are in the Trash.
  • When you delete a folder, all files from a folder are placed in the Trash. Empty folders are deleted immediately.

To restore a document, click on the three-dots icon to the far right of the document’s name, then click Restore.

If a location for the restored file does not exist, it is automatically created.

Changing a document’s properties

To edit file info, click on the three-dots icon on the right, then click Edit. You can change the file name and the description of the file here. Click Save to save your edits.

Note: You cannot edit files from folders with Client can view  permission level.

Searching documents

To search for a document, type its name in the search field, then press Enter.

The document list will be narrowed to your specifications.

Filtering documents

Filters are useful when looking for specific types of documents. For example, you want to quickly find all your PDF files.

To filter your list of firm-prepared documents:

  1. Click the Filter button, then select File type.
  2. Click Apply.

Sorting documents list

Sometimes, you might want to sort a document list rather than filter it. The sorting option can also be used with the search and filtering functions to narrow down your search even more.

You can sort the list by folder and file name, who uploaded it, or by the date uploaded. Click the up-down arrow next to the Name,   Uploaded or User column header to sort the list below it.

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