Client Documents

Overview

The Documents tab on a client detail page gives you a two-pane file browser for all documents belonging to that client. The left panel shows a folder tree; the right panel shows the documents inside the selected folder. You can organise files into folders, control client visibility, assign tax periods, and request documents from the client's portal.

Navigating the Documents Tab

1. 1Open a client from the Clients list in the sidebar.
2. 2Click the Documents tab in the client's navigation.
3. 3The page displays a resizable split view. The left Explorer panel shows the folder tree; the right panel shows the document table for the selected folder.

Using the Folder Tree

The left panel includes two built-in views at the top:

• All Documents — shows every document for this client regardless of folder.
• Recent — shows documents uploaded in the last seven days.

Below these, you will see the client's folder hierarchy. Click any folder to filter the table on the right to that folder's contents.

Creating a Folder

Click New Folder at the bottom of the folder tree. In the dialog that appears, enter a folder name and click Create. To create a subfolder inside an existing folder, right-click the parent folder and choose New Subfolder.

Renaming and Archiving Folders

Right-click a folder to open its context menu:

• Rename — opens a dialog where you can update the folder name.
• Archive — hides the folder from the default view. Archived folders are only visible when you tick the Show archived checkbox in the Explorer toolbar.
• Restore — appears on archived folders and brings them back into the active tree.

Filtering and Archived Folders

Use the search box at the top of the Explorer panel to filter folders by name. Tick the Show archived checkbox to include archived folders in the tree.

Working with Documents

The document table shows columns for File Name, Folder, Category, Visibility, Tax Period, Uploaded By, Size, and Uploaded date. Use the search box above the table to filter by file name, client name, or description. Use the Category dropdown to narrow results to a specific category (Draft, Received, Sent, Approved, or Final).

Context Menu Actions

Right-click any document row to access these actions:

• Download — downloads the file.
• Rename — opens an inline editor on the file name.
• Assign Tax Period — choose a tax period from the submenu, or select None to remove the assignment.
• Move to Folder — move the document into a different folder.
• Set Category — change the document's category (Draft, Received, Sent, Approved, or Final).
• Share with Client / Make Private — toggles whether the document is visible to clients through their portal. When you share a Draft document, its category is automatically changed to Sent.
• Send for Signing — opens a dialog to create a signing request for this document.
• Delete — permanently removes the document after confirmation.

Bulk Actions

Select multiple documents using the checkboxes, then use the bar that appears at the bottom:

• Download — downloads all selected documents.
• Delete — deletes all selected documents after confirmation.

Managing Tax Periods

Above the document browser, the Tax Periods bar shows the client's active tax periods as badges. Click any client-specific period badge to edit its label or status, or delete it. Click Add to create a new tax period with a label, start date, and end date.

Requesting Documents from a Client

1. 1Click Request Document in the top-right corner of the Documents tab.
2. 2Fill in the required fields: Name (a description of what you need, e.g. "March bank statement") and Section.
3. 3Optionally select a Folder, Tax Period, and Due Date.
4. 4Add a Note with instructions for the client.
5. 5Click Send Request to send the request to the client's portal.

What's Next?

• Client Tasks — manage tasks for this client
• Client Invoices — view and create invoices
• Managing Contacts — add portal users who can upload requested documents