BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Documents

Find attachments and generated documents. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Documents.
  2. Search by entity or date.
  3. Download or re-attach.
Try it now
Recording script (for video producers) 
TITLE: Documents  (target 2 min, Basic)
HOOK (0-5s): "Find attachments and generated documents."
ON SCREEN: open /reports/index
STEP 1 — say: "Open Documents."  (show the matching click)
STEP 2 — say: "Search by entity or date."  (show the matching click)
STEP 3 — say: "Download or re-attach."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."