Docs (Basic): Preview, edit, download, print & filter

Here, find everything you need to know about managing your clients’ documents. We show you how to preview, download, filter, print—and more. Did you know you can also edit a PDF right in place, then link it to a job? Read on to learn more about working with documents. 

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. You will see the following options:

a. Back: Returns to the document folder.

b. Document details: Displays the file name, upload date and description.

c. Edit document details: Update file name, description, tags or lock the document to an invoice.

d. Tags: Shows tags applied to the document (if any)

e. Request rejection: View reasons and the date or time for document disapproval or a voided signature.

f. Request signature: Send an e-signature request. Available only in folders with Client can view access.

g. Request / resend approval: Send or resend an approval request. Available only in folders with Client can view access.

h. Move: Move the document between client folders or client accounts.

i. Seal: Keeps the document in its location but prevents the client from deleting, editing or moving it to another folder.

j. Download: Download a copy of the document copy to your device.

k. Print: Print the document.

l. Three dots menu: Access additional document actions, such as sending the document link, duplicating, linking jobs, viewing the audit trail or deleting.

m. Full screen view: Open the document in full-screen mode. Click the icon again or press the Esc key to exit full-screen. Document viewer remembers your choice for all further documents you open.

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:

• Download single document: Open the document and click the download button at the top right of the viewer.
• 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

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Change document properties/tags

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. 

With documents in top-level folders with Client can view access, you can also Lock this document to an unpaid invoice.

Note that in the Tags dropdown, tags used by AI are marked with an icon.

Filter documents

Filters help you narrow down a list of documents to ones that fit a specific criteria. You can filter a documents list...

• ...inside the Documents tab in the Docs subtab (select the client first)
• ...inside the Documents tab inside the Recent subtab (for more details, go here)
• ...inside the client account in the Docs tab

To filter a list of documents, click Filter in the top right corner, select one or more filters, then click Apply.

Save your filter combinations as templates for future use. For more details about using filters, go here.

Ways to filter documents:

• Account: See only the docs belonging to specific accounts.
• Uploaded by: Select Client, Firm, Me or All to see only documents uploaded by your client, team members, you or everyone.
• Last action: See only documents that underwent an action in the last certain number of days.
• File Types: Select PDF, Word, Excel, Images, or All.
• Signatures (choose one):
• All shows all documents awaiting signing.
• Signed shows all documents signed by all account users.
• Partially Signed shows all documents signed by at least one account user.
• Pending Signature shows all documents missing at least one account user’s signature.
• Prepared for Signature shows all documents ready for signing that haven’t been sent out yet.
• Opted Out shows all documents that all account users have declined to sign.
• Pending KBA shows all documents with KBA that have at least one account user who needs to sign.
• KBA Failed shows all documents that have at least one account user who has failed the KBA and/or users who declined to sign.
• Signature Voided shows all documents that were signed offline and voided by your firm.
• Approvals (choose one):
  • All shows all documents with requested approvals.
  • Pending Payment shows all locked documents awaiting payment.
  • Pending Approval shows all documents awaiting client approval.
  • Approved shows all client-approved documents.
  • Rejected shows all client-disapproved documents.
• Tags: Select one or more tags assigned to documents. 

Sort documents

Sorting is a useful tool to find documents. You can also sort a list after you’ve applied filters to it. Sorting a list by name puts it in descending or ascending alphabetical order; sorting it by date puts it in descending or ascending chronological order.

Click on the up-down arrow to the right of the header name to sort the list beneath it.