Best Practice for Storing Documents

There are a couple of different ways to store documents in Silverfin, so we wanted to clarify the best practice route for you.

If you have documents that you are uploading that you will (or may) need to re-use for future accounts files or that you will will (or may) need to export in a meeting pack, then ALWAYS go to the Client Overview screen, then click Documents at the top bar (as below):

From here you can add Documents by Browsing to that file from either Windows Explorer or M-Files (possibly through Windows Explorer), or drag and drop from any external storage (drop it on the cloud symbol to make sure it transfers). 

This means that you can then go to any template or reconciliation and click the paperclip (as below) and the document you have uploaded with be there available to attach to that particular page multiple times on any year.  Examples of this would be signed accounts, engagement letters, etc. This may result in some duplication between M Files storage and Silverfin, but this is currently being reviewed.

You can also create folders in Documents to keep things tidy, we'd recommend one for each financial year.  Click Actions, then New Folder (within the Documents screen).

If you are simply uploading a basic document that you are unlikely to require to attach to another reconciliation ever again or that you wouldn't include in a meeting pack, just use the paperclip (as below) within the template or reconciliation and attach it from there.  Examples of these could be a 2018 Debtors report, Q2 VAT Return, etc.  However, if you are unsure at all, ALWAYS attach in Documents first, then it's so easy to obtain later and saves uploading multiple times.

Please note that if you are trying to attach a document from the paperclip that you can see in the Documents Menu, but not see from the paperclip menu, this is probably a template that you have not created a pdf from - it is the pdf that you can attach via the paperclip not the template - you can create the pdf though the Export function as referred to here.