Tracking incoming documents on your phone provides you with the ability to keep up to date with all the important documents that arrive for your company, no matter where you are – whether you are in a meeting, on the road or at home.
Besides, monitoring documents this way helps you be more flexible and efficient in your business.
By clicking the arrow at the bottom of the screen pointing down, you get access to your incoming documents.
Accepted documents are marked in green.
If you press the blue button pointing down next to the name of the company, you can see the details of this document.
- Document acceptance buttons.
- The button shows the content of the document.
- Button that cancels the document (after that, you need to write down the reason for the cancellation).
- By clicking on this button, you can send the document to someone by email or to your accountant.
- Indicator of incoming and outgoing documents