Actions with documents
TaxDome’s document viewer lets you preview, print, download, duplicate, and edit document details without leaving the platform. To search, filter, and sort your document list, see this article .
Preview documents
TaxDome lets you preview PDFs, Office Word/Excel files (DOC, DOCX, XLS, XLSX) and the popular image files (JPG, JPEG, PNG, GIF). Click the document’s name to open the document viewer. For a description of all available options, see Document viewer options below.
Print documents
You can access the print option right from the document viewer. To print PDFs and images (JPG, JPEG, PNG, GIF, BMP, WEBP, etc.), open the document and click the print button at the top right of the viewer.
Download documents
To download documents or folders, either individually or in bulk:
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Download single document: Open the document and click the download button at the top right of the viewer.
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Download documents and folders in bulk: Select the documents or folders you want to download in the list, then click Download in the menu bar.
Duplicate documents
You may want to create a document copy to make edits while preserving the original document or to transfer the copy to another client account. To create a document copy, click the three dots to the right of the document and select Duplicate. The document copy will be saved with a suffix (e.g., f1040 (2)).
Link documents to jobs
This section was moved here .
Change document details
Document properties can be changed by a firm owner, admin or any team member with access rights to manage documents .
To edit a document’s name, description or tags, open the document and click the i icon button at the top left of the viewer.
You can also access document properties from the document list by clicking the three dots to the right of the document and selecting Edit info.
Documents with Client can view permission level can also be locked to an unpaid invoice .
Note that in the Tags dropdown, tags used by AI are marked with an icon.
Rotate images
When previewing an image file (JPG, JPEG, PNG, GIF, etc.), you can rotate it directly in the document viewer. To do so, open the image, click the three dots menu at the top right, select Show more info, then click Rotate.
Note
The rotation applies to the current viewing session only and is not saved to the file. To permanently change the orientation, rotate the image outside of TaxDome and re-upload it.
Reference: Document viewer options
| Option | Description |
|---|---|
| Back | Returns to the document folder. |
| Document details | Displays the file name, upload date and description. |
| Edit document details | Update file name, description, tags or lock the document to an invoice . |
| Tags | Shows tags applied to the document (if any). |
| Request rejection | View reasons and the date or time for document disapproval or a voided signature. |
| Request signature | Send an e-signature request . Available only with Client can view  permission level. |
| Request / resend approval | Send or resend an approval request . Available only with Client can view permission level. |
| Move | Move the document between client folders or client accounts. |
| Seal | Keeps the document in its location but prevents the client from deleting, editing or moving it to another folder. |
| Download | Download a copy of the document to your device. |
| Print the document. | |
| Three dots menu | Access additional document actions, such as sending the document link , duplicating, linking jobs , viewing the audit trail or deleting. |
| Full screen view | Open the document in full-screen mode. Click the icon again or press the Esc key to exit. Document viewer remembers your choice for all further documents you open. |
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