Managing documents

All documents have their place in sevDesk. In the document section you can create folder structures and upload documents into it.

The default folder is the client folder. In this folder you’ll find all of your contacts. If you have ever created an invoice or an estimate, you’ll find a subfolder with these documents. You can view the documents by clicking on the file.

You can edit the document by clicking on the pencil icon or delete it by clicking on the trash bin icon.

You can move files to other folders via drag and drop.

You can upload your own documents into folders via the “Upload document” button as well.

We currently don’t offer a preview for files, so you’ll need to download them by clicking on them.


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