Uploading Documents

Overview

You can upload any file type up to 25 MB per file. During upload you assign the document to a client, choose a filing section and category, and optionally link it to a folder, tax period, and date. The upload dialog is available from the Documents page header and from individual client document tabs.

Opening the Upload Dialog

1. 1Navigate to the Documents page or open a client's Documents tab.
2. 2Click the Upload Document button in the page header, or press N.

Completing the Upload Form

1. 1

   Click the dashed drop zone to select a file from your computer. The zone displays the file name and size once selected.

2. 2

   If you opened the dialog from the main Documents page (not from a specific client), select a Client from the dropdown. This field is required.

3. 3

   Choose the Section and Category for the document:

   • Section (required) — a numbered filing section such as 01. General Correspondence, 03. Bank Statements, or 10. Final Accounts. Defaults to 01. General Correspondence.
   • Category — Draft, Received, Sent, Approved, or Final. Defaults to Draft.
4. 4If the selected client has folders, an optional Folder dropdown appears. Choose a folder to file the document into.
5. 5

   Optionally set a Tax Period and Document Date:

   • Tax Period — select an existing period from the dropdown, or click the + button to create a new one inline by entering a label (e.g. "2025/26").
   • Document Date — pick a date to record when the document was originally dated.
6. 6Optionally add a Description in the text area.
7. 7Click Upload to submit the form, or press ⌘+↵.

What's Next?

• The Documents Page — browse and manage all uploaded documents
• Document Requests — request documents from clients via the portal
• Smart Upload — let AI classify and file documents automatically