Docs (Basic): Mark Docs as Read
When you are transferring files from another system, your team and clients might receive notifications for hundreds of new files that are actually not new. Here, we will tell you how to mark docs as read to resolve that.
Covered here:
Mark docs as read for team members
You can mark a single document as read, and you can also mark multiple documents as read in bulk. Once you mark files as read, they will no longer have the green New label for any of your team members:
- To mark as read in bulk: choose a client from the Documents page or go to the Docs tab of the client's account page, then select files or folders and click Mark as read. This works with a single file or folder as well.
- To mark one doc as read: from the Documents page or the Docs tab of the client's account page, click the three dots to the right of the document and select Mark as read.
Mark docs as read for client
Once documents are marked as read for a client, the NEW badge and notification in the Waiting for action is no longer displayed. Also, the green counter in the Documents menu doesn’t count them.
This feature cannot be used with the following:
- Documents stored in folders with a Private access level
- Documents pending approval
- Documents pending payment
- Documents pending signature
You can mark docs as read for client in two ways:
From the Web app
Select the checkbox to the left of the documents you want to mark as read, then click Mark as read for client above the list. Or select a folder so that all the documents inside it become read.
From the Windows app
Right-click on a document in TaxDome Drive and select Mark as read for client.
Tip: You can mark documents as read when you upload them via the TaxDome portal. Here's more on uploading.