Docs (Basic): Preview, Edit, Download, Print, Filter

Learn all you need to know about managing your documents from your client accounts: how to preview, download, filter, print, and more. When you need to edit a PDF form and fill it in, do it from the account, then link the document to a job, so that everything is ready to go.

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Previewing Documents

Click on the document’s name to view it. TaxDome supports previewing of PDFs, Office files (Word, Excel, Powerpoint), and all popular image files (jpg, jpeg, png, jfif, gif, etc.). Depending on the file type, you will have different options when previewing it:

  • When previewing images, you can easily rotate them clockwise or zoom in and zoom out by clicking the appropriate icons on the right.

  • When viewing a document, you have the option to download it, move it to another location, print it, delete it, or view its audit trail. Click the three dots icon in the upper right corner to get the pop-up menu.

  • If there are two or more files in a folder, move between them using the Previous and Next links on the top right. Click Close at the bottom to return to the list of documents.

  • When previewing PDFs, you can change the document's orientation. Click the Document Editor button, select pages, click either Rotate Left or Rotate Right, then click Save. To learn more about our built-in pdf editor, go here.

Printing Documents

Print your PDF documents and images (JPG, JPEG, PNG, GIF, BMP, WEBP, etc.) directly from the client account by clicking on the three-dots icon to the far right of the document’s name, then clicking Print.

Access the print option from the document or PDF viewer.

Downloading Documents

When you need to download documents, either one by one or in bulk, follow these steps:

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

Access the Download link from the document viewer by clicking the three-dots icon on the upper right side.

2. When prompted, choose the location you would like to save the file to, then click Save.

3. When the download finishes, click on the file name of the downloaded document to open it (for more details on specifying where files are downloaded, go here). If several documents or folders are selected, the documents are packed in a zip archive.

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Note! Bulk download is limited to 250 Mbytes. If the total size of your selected files is greater, deselect some of the documents or folders and download them as a second batch.

Changing a Document’s Properties

Document properties can be changed by a firm owner, Admin, or any employee who has been given access rights to manage documents.

To make any changes to a document name or description, click the three-dots icon to the far right of the document’s name, then select Edit.

With documents in the top-level folders with Client can view access level, you can also decide whether you want to toggle on Request client account approval or Lock this document to an unpaid invoice.

Filtering Documents

Filters help you find certain types of documents. To filter a list of documents, click FILTER in the top right corner, select one or more filters, then click APPLY.

All filters are reusable and could be saved as templates. Read more on using filters in the article.

There are various ways to filter documents:

  • File Types: Select PDF, Word, Excel, Images, or All.
  • Signatures: Select one option:
      • All: all documents with requested signatures.
      • Signed: all documents signed by all users of the account.
      • Partially Signed: all documents signed by at least one user of the account.
      • Pending Signature: all documents not signed by at least one user of the account.
      • Prepared for Signature: all documents with added signature fields that have not yet been sent to the account users.
      • Opted Out: all documents not signed by all users of the account because they have declined to.
      • Pending KBA: all documents with KBA that have at least one user of the account who still needs to sign.
      • KBA Failed: all documents that have at least one user of the account who has failed the KBA and/or additional users who declined to sign.
      • Signature Voided: all documents that were signed offline and voided by firm.
  • Approvals. Select one option:
      • All: all documents with requested approvals.
      • Pending Payment: all documents locked and waiting for the client to pay the linked invoice.
      • Pending Approval: all documents with the approved request sent but not yet approved.
      • Approved: all documents approved by the client.
      • Rejected: all documents disapproved by the client.

    Sorting a List of Documents

    Sorting orders a list, so it’s a useful tool to search for and view documents. You can sort a list after you’ve applied filters. When you sort a list by document name, you place it in alphabetical order. When you sort it by date, you place it in order of most recent document to least or vice versa.

    Click on the up-down arrow icon to the right of the Uploaded By, Date Uploaded, or Status headings to sort a list of documents.

    Linking Documents to Jobs

    pro

    This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

    Linking documents helps make them immediately available in your workflow when needed. Plus, the feature can also be used to automatically move jobs through a pipeline.

    A firm owner, Admin, or any employee who has been given access rights to manage documents has the ability to link documents.

    1. Access the job details, click + Link at the top right, then select Documents.

    2. Click the folder and choose the files, then click Link. You can link any documents that were previously uploaded to a client’s account. A job may have any number of linked documents.

    Once a document is linked, you’ll see it in the Documents section of your right sidebar. Click the cross icon to unlink any unnecessary documents.

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