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Document storage

🗂️ Document storage

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:

  1. Upload directly in the Document storage section (via “Click here” or “Upload document”)
  1. Forward it via email to your unique address found in the Data storage section
    1. → 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
  • Email
  • 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.


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📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.

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