LedgerOS
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Open LedgerOS
The complete LedgerOS course
52 walkthroughs · about 167 minutes
Outline
1
First steps
2
Your clients
3
The client portal
4
Documents
The document library
Why a document is waiting to be filed
Folder templates & auto-filing
Versions, checkout and supersede
Trash and restore
Publishing to the portal
5
Requests & signatures
6
Organizers
7
Proposals & engagement
8
Getting paid
9
Communication
10
Calendar & scheduling
11
Work & your team
12
Compliance & tax tools
13
Workpapers & review
14
Settings & administration
Chapter 4 · Documents
Folder templates & auto-filing
Walkthrough 3 of 6 · about 3 min
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Why a document is waiting to be filed
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