Docs (Basic): Upload Manually or Automatically
To upload documents to TaxDome, drag-and-drop them, select them from a folder, or use a zip file that automatically unpacks.
Documents are uploaded by a firm owner, admin or any team member with account access or manage documents access rights.
Covered here:
- How to Upload Documents
- Documents Access Level & Visibility
- Additional Settings While Uploading
- Selecting Additional Settings for Individual Files
- Uploading Whole Folders
- Uploading Zip Files
- What Clients See When You Send Them Documents
How to Upload Documents
There are various ways to upload files to TaxDome. Choose the one that works for you:
- Click + NEW at the top of the left sidebar.
- Drag-and-drop files and folders from your desktop to a folder inside the client account’s Docs tab.
- Click Upload Documents or Upload Folder inside the client account’s Docs tab.
- Use the TaxDome Desktop App.
- Use the TaxDome Drive.
Use folder templates and automations in pipelines.
1. Click + NEW on the left sidebar, select Document from the slide-out menu or click Upload Documents inside the client account’s Docs tab, then select the files you want to upload from your computer. To select several files from one folder, use control or shift on your keyboard.
2. Find the name of the account you wish to upload the files to. If you are inside the account, it is already selected.
3. Choose the location where you want to upload. There are visibility icons for each file and folder for easy identification.
4. That’s it! Click Upload to finish. When uploading to a top-level folder with Client can view or Client can view and edit access levels, you also can turn on some additional settings (see below).
Keep in mind:
- Certain file types are not recognized (for more details, go here), and the maximum upload size is 200 Mb.
- To cancel the uploading process while it is in progress, click the x.
Additional Settings While Uploading
When you upload documents to a top-level folder with a Client can view or Client can view and edit access level, you can enable some helpful settings. Toggle them on for all the files you upload or toggle them on individually for each file.
Below, find out more about the numbered options here:
3. Notify followers when a client opens a document: When toggled on, all team members with account access and notifications for documents enabled receive a notification via email and in their Inbox+ when the client first opens the document. (For more about assigning team members to accounts, go here.)
4. Request client approval: This setting is available only when uploading to a top-level folder with a Client can view access level. (Go here for more details.)
Lock document to the unpaid
invoice: This option lets you upload a document so that the client sees that it’s available but can’t view or download it until they have paid for the work. (To find out more about this, go
here.)
Selecting Additional Settings for Individual Files
When you upload several documents to an account, you may want to choose different settings for each file. For example, you want to get approval from a client on one document and lock another one to a bill. Follow these steps:
1. Once you’ve selected the documents, click Set up individually in the top right. This settings option shows up only when you’re uploading two or more files.
2. Click the gear icon to the right of the file, then select the settings you want for it.
3. Click Back, then repeat for each file. Documents with added settings will have color-coded status tags (Pending Approval, Pending Payment, Notify followers, Mark as read, or Notify Client) for easy identification.
4. Click Upload to finish.
Uploading Documents by Using Folder Templates and Automations in Pipelines
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Automations can be used to make documents automatically upload to a client account when a job enters a new stage in a pipeline. To set up these kinds of automations, you’ll first need a folder template containing the documents you want to automatically upload (see our detailed instructions on how to create a folder template).
Once the folder template is ready, apply the Folder Template automation to the pipeline. This way, all accounts added to that pipeline will automatically have a set of documents uploaded when a job reaches the stage with that automation.
Uploading Whole Folders
To upload whole folders, choose the one that works best for you:
- Drag-and-drop from your computer into a folder inside an account’s Docs tab.
- Click Upload Folder inside a account’s Docs tab
- Click + NEW in the left sidebar, then select Folder from the slide-out menu.
Keep in mind:
-
TaxDome processes all files in the selected folder as well as in all subfolders.
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File types that are not recognized won’t upload.
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Your folder structure doesn’t carry over. All documents are placed in the selected TaxDome folder without their original folders.
Uploading a Zip File
A quick way to upload multiple documents is to use a zip file. TaxDome uploads zip files of up to 200 Mb. Zip files are uploaded the same as other files. However, once a zip file is uploaded, TaxDome handles it differently:
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The zip file is automatically unzipped.
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File types that are not recognized won’t upload.
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Folders on the zip will not replicate on TaxDome, so you’ll need to create new folders on TaxDome to organize the documents.
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The original zip file that you uploaded is deleted.
What Clients See When You Send Them Documents
Clients are able to access documents you upload to the Client can view folder. They can open them any of three ways:
- By going to Documents.
- By clicking the link in their automatic email notification.
- By clicking the notification on their dashboard.
See a read-only view of a client’s portal to experience TaxDome from their side.
Tip: Check out TaxDome Academy for our comprehensive courses.