Docs (Basic): Mark Docs as Read for Client

When you are transferring a client’s files from another system, they might receive notifications for hundreds of new files that are actually not new to them. Mark them as read so as not to unnecessarily bombard them.

Here’s how: Select the checkbox to the left of the documents you want to mark as read, then click Mark as read for client above the list. Or select a folder so that all the documents inside it become read. 

This feature cannot be used with the following: 

  • Documents stored in folders with a Private access level
  • Documents pending approval
  • Documents pending payment
  • Documents pending signature

Once documents are marked as read for a client, the NEW badge and notification in To Do is no longer displayed. Also, the green counter in the Documents menu doesn’t count them. 

tip

Tip: You can mark documents as read when you upload them via the TaxDome portal. For more details, go here.

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