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Getting Started

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How To Rename A Company?
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How To Add Notes To A Company?
How To Delete A Company?
What Is A “Company”?

Integrations

Setting Up Fujitsu ScanSnap
ScansSnap – Changing Destination Company
ScansSnap – How to Switch Destination Folder For Multiple Companies
Dropbox Integration FAQ
Dropbox – Troubleshooting Syncing
Dropbox – How to Unsync
Dropbox – How To Sync

Working With Documents

Working With Documents

How To Notify Other Members With Notes?
Customizing Your PDF Document Options
Working With Other Document Types
Convert a PDF to an Image

Working With Folders

Working With Folders

Private Folders
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How To Move Documents Between Folders?
How To Expand or Collapse Folders?
How To Delete A Folder?
How To Create A New Folder?
How To Duplicate an Existing Company’s Folder Structure

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Tutorial — QuickBooks Online & LedgerDocs

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Bank Fetching User Guide (Canadian Banks)
Bank Fetching User Guide (U.S. Banks)
List of Supported Bank Accounts (Canadian Banks)
How to Fetch with RBC (Royal Bank of Canada)

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iPhone & Android App

How To Upload Documents With The Mobile App
How To View and Reply To Document Notes From Mobile App

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