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Pick Your Client.
Select your Transaction.
Select your Documents.
Clicking Clicking on the file will highlight the document in green indicating it has been selected.
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Pick your Client.
Select Your Transaction.
Select the file or files.
Click on “Label”.
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5. Type the label name (for if you wish to add a new label).
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6. Press Enter and now you are able to see the Label.
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Bulk download your PDFs. |
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Click on “Download”.
Archive/Unarchive:
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Hide older files by selecting the files and clicking archive. |
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After selecting your files, Click on “Archive”.
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Toggle the "Show Archive" button to display or not display hide archived files.
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2. You can also unarchived unarchive files, selecting your hidden documents and clicking on the “Unarchive” option.
Delete
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Delete multiple files at once. |
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