Documents & Receipts
Organizing Documents by Category
Last updated: June 20262 min read
The Documents section keeps all your files organized by category. You can filter by type, search by name, and link documents to specific items.
Document categories
- Receipts — proof of purchase for items
- Warranties — warranty cards and certificates
- Manuals — instruction and user manuals
- Insurance — home insurance policies and certificates
- Other — anything else
Filtering documents
1
Go to Documents
Open the Documents section from the sidebar.
2
Use the Category filter
Select a category from the filter dropdown to show only files of that type.
3
Search
Type in the search bar to find a document by name.
Editing a document's details
1
Click on a document
Open the document from the Documents list.
2
Click Edit
Change the name, category, or linked item.
3
Save
Click Save to apply your changes.
Tip:Link receipts directly to inventory items so they're always easy to find when you need proof of purchase.
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