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Working With Documents

  • Delete a document

    There are two ways to delete a document that has been uploaded into the LedgerDocs system: Open the file in ...

    Jun 25, 2013 04:58PM PDT
  • Rotate a document

    Open the file in the Document Viewer. There are two circular arrows on the top left of the screen. By clicking...

    Jan 20, 2016 12:18PM PST
  • Zoom in / out on a document

    In the Document Viewer, you are able to zoom in and out on a document. Again, you can do this two ways. You ar...

    Jun 25, 2013 04:58PM PDT
  • Print a document

    Open the file in the Document Viewer. At this point, you will see a print icon on the top of the page. Click o...

    Jun 25, 2013 04:58PM PDT
  • Working with 2 documents at the same time

    Many of the actions you perform in LedgerDocs are updated in real time, allowing you to potentially have multi...

    Jan 20, 2017 05:02PM PST
  • Automating Document Requests

    Automate Document Requests We've added a feature to email automated reminders to your clients to request all r...

    Mar 28, 2018 11:13AM PDT

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