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 returns, cap tables, or monthly billing statements.
For example, Lyons Den wants to organize all files used in a transcription project, including invoices, spreadsheets, and final transcript documents.
1. Navigate to your Doc Management page
There are two ways to navigate to your Doc Management:
1. From the Account and Settings dropdown menu, click Documents.
2. Hover over Tools on the left navigation menu and click Documents.
2. Create Folders
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. Before uploading any files, Lyons Den decides to create a new folder to house all files from their recent transcript project.
Step One: Double-click on the Client Uploads folder.
Step Two: In the right-hand corner, click the folder icon.
Step Three: A new untitled folder will appear. Highlight the Untitled Folder text and rename the folder. Here, Lyons Den will type Transcript Project and hit enter to save.
With intuitive drag-and-drop functionality, you can upload your important files one at a time--or one hundred at a time!--from anywhere in Doc Management. Anything you upload is automatically saved to your Client Folder. You can also navigate into a specific folder to upload files directly to the project folder that contains related materials. Here, Lyons Den will double click into the Transcript Project folder to keep all new files in one folder.
There are two ways you can upload files:
1. Simply drag a file from your computer into Doc Management
2. Click the upload icon in the right-hand corner and select Upload Files. A popup box connected to your computer will appear. Find and select the file you want and click Open to upload to Doc Management.
4. Rename, Download, Share and Delete Files
Once you have all your files uploaded and saved to your Client Folder, where you can rename, delete, share, and download your docs. All of these actions are conveniently available from the same place! Lyons Den decides to rename a couple of the new files they uploaded and delete a duplicate upload. They then plan on sharing a file with another inDinero team member.
Step One: Click on the ellipsis (...) in the far right column and from the dropdown menu select Rename.
Step Two: The file name will now be available to change. Delete the old name and type your new file name, pressing enter to save.
Step Three: To delete a file, click on the ellipsis and select Delete.
Step Four: There are two ways to download a file:
- Click on the ellipsis and select Download from the dropdown menu.
- Double click on the file name to preview and select Download.
*Note: You can select multiple files by checking the radio box next to the file name. Once you’ve selected all the applicable files, click on the ellipsis in the top right corner to delete or download all selected files.
Step Five: To share a file or folder, click on the ellipsis and select Copy Share Link to share the URL with a fellow team member or admin of your inDinero platform.
5. Preview Documents
Preview normal viewable files (pdf, txt, jpeg, jpg, png, bmp, gif, xls) prior to downloading by double clicking on a single file. The preview screen allows you to view, scroll through multiple pages, and toggle between tabs of spreadsheets. From the preview screen, select Download to save to your computer file or exit out.
Note: If a file is encrypted, simply enter the password at the prompt screen.
Check out Doc Management in action below!