Mobile app: managing documents

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

Covered here:

• Previewing documents
• Audit trail: viewing a document’s history
• Downloading documents
• Deleting documents
• Editing documents
• Searching for documents
• Marking documents as read

Previewing 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, view the audit trail, 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.

Audit trail: viewing a document’s history

To see what events have taken place concerning a document uploaded by your firm, view the audit trail. The audit log makes it easy to view the document's history, including when and by whom the document was uploaded, viewed, downloaded, e-signed or renamed, and whether it's been approved or rejected.

To access a document’s history, long-tap the document, then tap Audit trail.

You can also get to Audit trail from the document viewer by tapping the three dots in the upper right corner.

The following info is available here:

• User: the first and last name and the email address of the user who accessed the file
• Event: what took place with the file
• Server time: when that event took place
• Client time: when the event took place for the client
• IP address: the IP address of the user who accessed the file
• Browser: the browser used when the event took place

Downloading 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.

Deleting 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.
• The document’s audit trail is restored.

Editing 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.

Searching for documents

To search for a document, tap the magnifying glass 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 the x to the right of the search field.

Marking 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.