What you can attach
One file per record, on every plan. It can be a PDF or an image (JPG, PNG, GIF, WebP, HEIC, HEIF, AVIF, TIFF or BMP), up to 50 MB.
Attach to a new record
In the add form, find Documents and choose Upload document. Pick the file, finish the form and choose Add record. The file is uploaded when you save.
Attach to an existing record
- Open the record from your ledger.
- In the Document section, choose Attach document.
- Choose Upload document, pick the file, then choose Save changes.
After that, the section shows View document, which opens the file.
Replace or remove it
Open the record and choose Edit. Under Documents, choose Replace document to pick a new file, or the X beside the file name to remove it. Nothing changes until you choose Save changes.
Have the date read from the file
On the Solo and Business plans, the app can read a document for you.
- New record. Under Have the document? Start with it., choose Attach a file. The file is read at once.
- Existing record. In Edit, choose Read this file under the document.
You then see the expiration date or dates it found, and any type, name, issuing body, record number and holder. Choose Use this date or Fill the empty fields. Fields you already filled are left as they are, and nothing is saved until you save the record. Check the result against the document first.
Reading works on a PDF, JPEG, PNG or WebP of up to 4 MB. A workspace can read 30 documents a month and 5 an hour.
After a renewal
Logging a renewal keeps the old document in the record's history. If you did not attach the new one then, the Document section offers Attach renewed copy.