Documents — frequently asked questions

How do I upload a document?

See Import documents, which covers both routes: dropping the file and letting the automatic filing place it, or filing it yourself.

To upload a large batch, go through Importing and changing documents in bulk.

How is a document filed?

Automatic filing suggests a folder and a class. Depending on how confident it is, the document is either filed directly or left in Action required for you to confirm.

Everything is described in The Document management sub-tab.

How do I find a document?

Two routes: the search bar, which also searches the text inside your documents, or the Documents tab of the property concerned.

How do I change the folder or the class of a document, or add a tag?

See Correct a filing.