Your Mental Health Matters: Join us on January 12, 2024 for a free and impactful virtual seminar adressing the unique struggles of financial professionals with TEDx speaker Dr. Shahana Alibhai.

Customizing Your PDF Document Options

You can customize your PDF document options under your User Settings.

When Auto-Extract & Archive option is selected, LedgerDocs extracts each page of an uploaded PDF into the Inbox of the company to be worked on as an individual image. This means each page can have separate notes, tags, and file locations based on the contents of the document. The original PDF which was uploaded is archived automatically in the PDF’s folder.

Users have the option of not having the PDF automatically extract and instead get uploaded directly to the Inbox. To customize this setting, select the Company or Companies from your User Settings which you would like this setting to apply to and click Save.

Customizing Your PDF Document Options
Customizing Your PDF Document Options
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