Skip to content
BMSBMSHelp

Documents on a job

LiveFor: All staff

Upload files and link a connected folder.

A job's Documents tab with BMS Storage and Connected Folder, an Upload Documents button and the list of files.
The Documents tab.
  • BMS Storage lists the files on the job, including what the client uploaded; press Upload Documents to add more.
  • Connected Folder links the job to a folder in Google Drive, OneDrive or Dropbox: press Connect Folder, and tick Automatically copy files into this folder to keep it in step.
  • Share documents with a client (being written)Live
  • Read and answer the client on a request (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

Last updated: