Process a document
Last Update 5 months ago
Once a document is created on Addmin, you can process and classify it. The application allows you manage your reminders and tag your documents. This is especially useful for quickly finding your important documents and not missing an important deadline.
The processing page, accessible from your recent documents or your pending task list, allows you to:
- Define one or more types for your document
- Set the document date
- Set reminders and expiration dates
- Tag your tax supporting documents
- Share your document
- Add a personal note
🔔 Note: You can finalize the processing of your document by pressing the blue Classify Now button. If you choose the Classify later option, you will find your document in your Pending tasks with the blue status To classify.