GeneralIs My Data Secure?What File Types Can I Use?How To Turn Daily Email Notifications On / OffFullscreen Mode – Document Viewer Options
Getting StartedHow Can I Start My Free Trial?How To Upload Documents?What Is A “Company”?How To Invite Others To Collaborate?How To Create A New Company?How To Rename A Company?How To Add Notes To A Company?How To Delete A Company?
IntegrationsSetting Up Fujitsu ScanSnapDropbox – How To SyncDropbox – How to UnsyncDropbox – Troubleshooting SyncingDropbox Integration FAQScansSnap – How to Switch Destination Folder For Multiple CompaniesScansSnap – Changing Destination Company
Working With DocumentsHow To Merge and Split PDFsHow To Notify Other Members With Notes?Customizing Your PDF Document OptionsWorking With Other Document TypesConvert a PDF to an Image
Working With FoldersHow To Duplicate an Existing Company’s Folder StructureHow To Create A New Folder?How To Rename a Folder?Private FoldersHow To Move Documents Between Folders?How To Delete A Folder?How To Expand or Collapse Folders?
Your AccountHow To Change Billing Information?How To Change Pricing Plan?How Can I Change My Password?
FreshBooksHow to Post Documents to FreshBooks?How To Connect My Company To FreshBooks?Freshbooks Email Uploader
Bank FetchingHow to Fetch with RBC (Royal Bank of Canada)Bank Fetching User Guide (Canadian Banks)Bank Fetching User Guide (U.S. Banks)List of Supported Bank Accounts (Canadian Banks)
iPhone & Android AppHow To View and Reply To Document Notes From Mobile AppHow To Upload Documents With The Mobile App
