Your TechnologyGet Your Docs in a Row with Document Management

September 14, 2018by Celene Robert
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We know the moment well: you need your business’s tax return from the early 2000s and you know it’s saved somewhere on your computer. However, the name, location, and really any other detail eludes you, as decades have passed. After 30 minutes of aimless searching, the tax return surfaces under an obscure filename.

Don’t let search get you down.

With Document Management (or Doc Management, as we like to call it), you have more control over all your business’s documents. As your virtual filing cabinet, you can upload, view, download, or delete important files like tax return, cap tables, or monthly billing statements.

 

How to Use Doc Management

Step 1 – Navigate to Doc Management: From your Dashboard, select Documents from the Account and Settings dropdown menu.

Step 2 – Create a Folder: Doc Management, an intuitive folder architecture, gives you a decluttered view of your files, making it quick and easy for you to locate all files. In the right-hand corner of your Doc Management page, click the folder icon.

 

DocManagement Add New Folder

 

A new untitled folder will appear. Highlight the Untitled Folder text and rename the folder. Now that you have a folder, you are ready to upload some files.

Step 3 – Upload Files: Drag-and-drop your important files one at a time–or one hundred at a time!–from anywhere in Doc Management. After opening your newly created folder, you can simply drag a file from your computer into Doc Management.

 

Doc Management Drag and Drop Add Files

 

Step 4 – Rename, Download, & Delete Files: Once you have all your files uploaded and saved to your Client Folder, you can rename, delete, and download your docs.

Click on the ellipsis (…) in the far right column and from the dropdown menu select the action you’d like to take (download, rename, delete).

 

Doc Management Rename Download Delete

 

Now that you’ve got all your docs in a row, finding your business’s decade old tax return is done in a snap of your finger (but not a Thanos snap, like a normal snap)!

Wondering how inDinero can help your startup have rock solid accounting year-round? Schedule some time with one of our financial experts today.

 

Optimize your accounting software

 

Quick Note: This article is provided for informational purposes only, and is not legal, financial, accounting, or tax advice. You should consult appropriate professionals for advice on your specific situation. inDinero assumes no liability for actions taken in reliance upon the information contained herein.

by Celene Robert

Content producer by day, movie guru by night, Celene Robert is a PNW native and proud owner of eight pairs of Birkenstocks. She's passionate about giving inDinero customers a voice and enabling the dreams of innovative entrepreneurs.