Mobile: Managing documents

Manage your documents efficiently with the mobile app by taking advantage of the key functions such as previewing, downloading, deleting, editing, searching and marking documents as read. Get the most out of your document management experience with these essential skills.

Covered here:

Preview documents

Preview documents by using TaxDome’s built-in document viewer: tap the name of the document to see it, then tap the back arrow icon  to return to your list of documents.

While viewing a document, you can download it, move the document to another folder, and edit or delete it (some options are available only for documents inside folders without the eye icon). Long tap a file or a folder, or tap the three dots in the upper right corner to choose from the available options.

Note: Preview does not support all file types. If a preview is unavailable, download the document and view it in an external application.

Download documents

To download documents:

1. Long-tap the name of the document in the list.

2. Select Download. 

You can also get to  Download from the document viewer.

3. Select the location where documents will be saved.

Delete documents

When you delete a document, it is moved to trash. Documents can be restored for 120 days; after 120 days, the document is permanently deleted. 

To delete a document:

1. Long-tap the name of the document, then tap Delete.

2. Tap Yes, delete in the Are you sure? pop-up.

Note: You cannot delete documents uploaded by your accountant.


To access documents that were deleted in the last 120 days, go to the Trash subtab in your Documents section.

Note:

  • Documents removed from different folders are displayed in one list.
  • When you delete a folder, all documents in that folder are moved to Trash. Empty folders are immediately deleted.

To restore a document, long-tap it and select Restore. 

You can also do it from preview. Open the document, then tap the three dots to the far right of the name of the document, then select Restore. If there isn't a location selected for the restored document, one is created.

Edit documents

To edit a document, long-tap the document, then select Edit. You can change the name and description. Tap Save to keep your changes.

Note: You cannot edit documents uploaded by your accountant.

You can also do it from the preview. Tap the document, then tap the three dots to the far right of the document’s name, then select  Edit.

Search for documents

To search for a document, tap the search icon in the Documents section, type a keyword in the search field, and then tap done. You'll see a list of folders and files that contain the keyword. To clear the search, simply tap x to the right of the search field.

Mark documents as read

When you spot a folder with a red dot on its icon, it means that your accountant has added a new document you haven't seen yet. To remove the red dot, simply long-tap the folder and choose Mark as read after you've viewed the new document. Alternatively, you can access this option by tapping the three dots on the top right side of the screen while in the folder.

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