Manage and organize your important files with ease in Trovi.
📌 What is the Document section used for?
The Document section in Trovi is designed for uploading, organizing, and managing all important business documents – including contracts, invoices, accounting materials, assets, or project files.
You can:
- Store documents in one central place
- Assign them to clients or team members
- Set reminders for important deadlines
📤 How can I upload a document?
There are two options:
- Upload directly in the Document storage section (via “Click here” or “Upload document”)
- Forward it via email to your unique address found in the Data storage section
→ From there, you can easily move it to the appropriate place (like “Documents” or “Received invoices”).
🔒 Who has access to my documents?
You can manage document visibility:
- Only me
- Selected users (e.g. accountant, colleague)
- All users with access to the company in Trovi
⏰ Can I set a reminder for a document?
Yes! You can set a deadline — either custom or predefined options (10 / 14 / 30 days counted from the date added).
You’ll receive an automatic notification at 9:00 AM on the due date.
Reminder delivery options:
- In-app
- SMS (if phone number is filled in)
You can also select which users should receive the reminder — e.g. an accountant or coworker.
✏️ What document details can I manage?
- Document category (e.g. Contracts, Accounting, Assets…)
- Communication type (Received / Sent)
- Client or company the document is related to
- Processed date
- Amount and VAT
- Internal note or comment
- Tags for easy search
👁️ What does document preview look like?
You can:
- Rotate the preview
- Download the file
- Add internal notes or tags
🗑️ Can I edit or delete a document?
Yes, anytime – if you have permission:
- Edit the document
- Rename it
- Delete it
🟣 Tip: The document section saves valuable time for teams. Everyone sees only what they should, and reminders/internal notes keep things in order — no more back-and-forth emails.
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.