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Documents
The vault, visibility rules, versions, acknowledgements and the documents EasyHaus generates.
6 guides
- The document vaultOne private place for every file: folders, search, drag-and-drop upload, bulk download and the settings each document carries.
- Who can see a documentThe five visibility settings, how they combine with what a document is attached to, and how to preview what a client sees.
- Versions and acknowledgementsReplace a document without losing history, and collect proof that each client read the version they agreed to.
- Expiring documents and remindersGive identity documents, insurance and other files an expiry date, and get warned before they lapse.
- Upload limits, file types and storageHow large files can be, which types are accepted, how uploads are checked, and how much storage you have.
- Documents EasyHaus creates for youConfirmations, certificates, distribution notices, statements and tax summaries: when each is created and who can see it.
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