Marcar documentos como leídos

Índice

Marcar documentos como leído para los miembros del equipo
Marcar documentos como leído para el cliente

When you are transferring files from another system, your team and clients might receive notifications for hundreds of new files that are actually not new. Here, we will tell you how to mark docs as read to resolve that.

Marcar documentos como leído para los miembros del equipo

You can mark a single document as read, and you can also mark multiple documents as read in bulk. Once you mark files as read, they will no longer have the green New label for any of your team members:

Nota

Documents uploaded by a firm owner or team member are not labeled as New for other team members.

To mark as read in bulk: choose a client from the Documents page or go to the Docs tab of the client’s account page, then select files or folders and click Mark as read. This works with a single file or folder as well.

To mark one doc as read: from the Documents page or the Docs tab of the client’s account page, click the three dots to the right of the document and select Mark as read.

Marcar documentos como leído para el cliente

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

Esta función no puede utilizarse con lo siguiente:

Documents stored in folders with a Private access level
Documentos pendientes de aprobación
Documentos pendientes de pago
Documentos pendientes de firma

Puede marcar documentos como leído para el cliente de dos maneras:

From the web app
From the desktop app

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.