General

• Is My Data Secure?
• What File Types Can I Use?
• How To Turn Daily Email Notifications On / Off
• Fullscreen Mode – Document Viewer Options

Getting Started

• How To Upload Documents?
• How To Add Notes To A Company?

Integrations

• Setting Up Fujitsu ScanSnap
• Dropbox – How To Sync
• Dropbox – How To Unsync
• Freshbooks Email Uploader
• Dropbox – Troubleshooting Syncing

Working With Documents

• How To Notify Other Members With Notes?
• Working With Other Document Types

Working With Folders

• How To Move Documents Between Folders?
• How To Expand or Collapse Folders?

Your Account

• How To Accept Invites To New Companies
• How Can I Change My Password?

Bank Fetching

• Bank Fetching User Guide (Canadian Banks)
• Bank Fetching User Guide (U.S. Banks)
• List of Supported Bank Accounts (Canadian Banks)