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Working With Documents

  • Open original PDF

    When a PDF document is uploaded to LedgerDocs, each page is extracted into the inbox of the company to be work...

    Jan 11, 2016 04:40PM PST
  • Customizing your PDF document options

    You can customize your PDF document options under your User Settings. By default, LedgerDocs extracts each pa...

    Jun 06, 2016 12:16AM PDT
  • Fullscreen Mode - Document Viewer Options

    By default, LedgerDocs opens documents in full screen mode so you can view your documents as large as possible...

    Nov 25, 2016 05:14PM PST
  • Working with other document types

    In addition to the most common document formats (images and PDF's), you can also store other document formats ...

    Dec 05, 2016 11:31PM PST
  • Share a document

    You are able to share documents securely with non-LedgerDocs users with our sharing feature. Open the document...

    Jan 20, 2016 12:20PM PST
  • Search for a document

    Quick Search You can search documents within LedgerDocs based on the document name or the notes on the docume...

    Feb 04, 2016 06:18PM PST
  • How to add notes

    Notes are a great way to give your document context as to where it is from, when it is for, and what needs to ...

    Sep 06, 2013 10:24AM PDT
  • Convert a PDF to an image

    You are able to convert PDFs into an image format within LedgerDocs. This allows you to work with each page in...

    Jan 11, 2016 04:24PM PST
  • How to use tags

    Tags are a great way to assign associations to documents for easy retrieval later. Your LedgerDocs company com...

    Sep 06, 2013 10:49AM PDT
  • Rename a document

    There are two ways to rename a document in the LedgerDocs system: 1) Click on the file in the LedgerDocs. On ...

    Jan 20, 2016 12:12PM PST

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