Console Doc Center: store documents that aren't invoices in the Console – Billtobox

The Doc Center is used to store your documents that are not invoices or credit notes and organize them as you wish, per customer, in the Console.

Here's what you can do in the Doc Center:

Create folders and subfolders individually for each customer
Upload documents
Open documents
Move documents to a different folder
Move documents to a different client

How to go to the Console's Doc Center

Go to Documents
Click on the Doc Center tab

Create folders and subfolders

Select a customer
Click on Create new folder
Name your folder

To create a subfolder, click on the folder you want to create it in from the tree structure on the left and repeat the steps above.

Your folder structure will be visible on the left:

Upload documents

Drag and drop your files or click the grey area to open the files explorer.

Open documents

Select a document
Click on Open
The document opens in a new tab

Move documents to a different folder

Select the document(s) you want to move
Click on Copy
Go to the folder where you want to move your document(s)
Click on Paste

Move documents to a different client

Select the document(s) you want to move
Click on Move
Next to Selected client, click on the current client to open the dropdown menu with a list of all your clients and choose which client to move the document(s) to.
Go to the folder where you want to move your document(s)
Click on Paste

Tip:

After completing the operation above, you can also paste the document(s) into the folder of other clients as well. The document(s) remain in the clipboard until the cancel button is pressed.