Document centre: list and preview
The central document store: search and filter by company, folder, label and linked object, and view files in one shared preview window.
The Documents menu shows every uploaded file in one place, whether it is on local storage, Google Drive or OneDrive. Here you search, filter and open any file in the preview window.
Searching and filtering
- Open Documents.
- In the filter panel choose Client Company GROUP and Client Company; only companies within your access are offered.
- Narrow by Name, Storage folder, Storage provider, Label, Share folder, Linked object, Linked, File content, Invoice recognition and status.
- Click Filter.
Preview
Click the file name or the row's Open file icon. The shared preview window shows the file name in its header, can go full screen and supports zooming.
- PDF, images, audio and video are shown directly.
- Office documents are converted to PDF for display, iPhone HEIC images to JPEG.
- Text files and contact cards (vCard) are shown as readable text.
- If the browser cannot play a format, the window says so and offers to open the file in a new tab.
Example
The accountant looks for Sample Ltd.'s March bank statement: choose the company, type "statement 2026-03" into Name, click the match and check the statement in the preview – without downloading it.