Documents

Documents is your company's file cabinet. Files attached to invoices, bills, expenses and other records anywhere in the app also appear here, as do files shared in the Inbox and receipts sent to Smart Capture.

Title bar and filters

1. 1Search finds files by name, in every folder. While you search, the list shows a Folder column with where each file is.
2. 2Upload files picks files from your computer. They go into the folder you have open.
3. 3The ⋮ menu holds the list's own settings (see below).
4. 4All tags shows only the files with the tag you pick.
5. 5Manage tags renames, recolours, merges and deletes tags.
6. 6Drop files on this box, or click it to choose them. Images are made smaller before they upload, to save space.

Every file is checked for malware when it arrives. While that runs it shows Scanning; a file that fails shows Malware found and can't be opened or downloaded.

Folders

1. 1The path of the folder you're in. / is the top level.
2. 2New folder makes a folder inside the one you're in.
3. 3Each folder is a tile. Click it to open it.
4. 4How many files and folders are inside.
5. 5The folder's ⋮ menu.
6. 6Tick files to act on several at once.

1. 1The up arrow goes back one folder.
2. 2The path, such as /Taxes/2026/Q4/. Click any part of it to jump straight there.
3. 3The files in this folder.

1. 1Open the folder.
2. 2Rename it.
3. 3Move to… puts it inside another folder, with everything in it.
4. 4Delete removes the folder only. Its files and folders move up into the folder above, so no file is ever deleted this way.

Moving files

There are three ways to move files into a folder:

• Drag a file's row onto a folder tile, or onto a part of the path to move it up.
• Choose Move to… from the file's ⋮ menu.
• Tick several files, then choose Move to… beside the count:

1. 1Tick a file's box to select it. The box in the heading selects them all.
2. 2How many are selected.
3. 3Move to… opens the folder picker:

Pick a folder, or / (top level), and choose Move here. Dragging several ticked rows onto a tile moves them all. Files dragged in from your computer and dropped on a folder tile upload straight into that folder.

On a phone, tick the cards and use the Move to bar that appears above the bottom menu.

The list

1. 1Name: choose it to open the file.
2. 2Source: where the file came from. Uploaded and Email are files added here or sent to Smart Capture; Inbox is a file shared with your accountant. A file attached to a record names it, such as an invoice number, and choosing it opens that record.
3. 3Size.
4. 4Tags: a file can have several.
5. 5Added: the date it arrived.
6. 6By: who added it.
7. 7+ Tag adds a tag. Choose a tag on a file to change or remove it.
8. 8The file's ⋮ menu.

1. 1+ Tag opens the list of tags.
2. 2Pick one. Type a new name to make a new tag. WizeBooks starts you with tags such as Receipt and Bill Attachment, and adds them to files it files for you.

1. 1Move to… another folder.
2. 2Open the file in a new tab.
3. 3Download it.
4. 4Delete it, after you confirm.

Managing tags

1. 1Tag: pick the tag to change, with how many files carry it.
2. 2Name: rename it.
3. 3Colour: its colour in the list.
4. 4Merge into another tag: moves its files to the tag you pick, then removes this one.
5. 5Delete tag removes the tag from every file. The files stay.
6. 6Done closes the window. Changes save as you make them.

List settings

The ⋮ menu at the top right of Documents, and of most lists in WizeBooks, holds the list's settings:

1. 1Print the list.
2. 2Export to Excel and 3. Export to CSV download it.
4. 4Columns: untick a column to hide it. Greyed boxes are columns that can't be hidden.
5. 5Drag the cross to put the columns in another order.
6. 6Page size: how many rows load at a time.
7. 7Row height: Tall, Average or Short.

These settings are kept for you in this browser.