_how-to-lock-an-existing-document-to-an-invoice.jpg "How to Lock an Existing Document to an Invoice from how to lock a folder in windows 10 steps Video Screenshot Preview")
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⏲ Duration: 67 sec
✓ Published: 28-Jun-2021
✓ Published: 28-Jun-2021
Description:
Firms can lock an existing document from the top-level folder with the Client can view access level to an invoice. The client will see the document but won't be able to view or download it until the invoice has been paid.n nLearn more in our Help Center: https://help.taxdome.com/article/141-locking-a-document-to-a-billnnCheck out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.nnTaxDome is an all-in-one practice platform for CPAs, bookkeepers, and account
Firms can lock an existing document from the top-level folder with the Client can view access level to an invoice. The client will see the document but won't be able to view or download it until the invoice has been paid.n nLearn more in our Help Center: https://help.taxdome.com/article/141-locking-a-document-to-a-billnnCheck out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.nnTaxDome is an all-in-one practice platform for CPAs, bookkeepers, and account
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