Often referred to as the Document Library, the power here is the simplicity with which any document can be added and the ease with which they can be retrieved.
To access this feature click on the Document & Reports button at the top of your screen.
This will then list all documents for all of the companies on your portfolio.
Note: If you have only just started using Inform Direct this may be empty when you first look there.
What Documents are stored in the Document Library?
Documents created by Inform Direct as part of a process wizard will be automatically added to your Document Library.
Furthermore, Users with a Subscription Account will be able to add their own documents as well e.g. A Director's service contract, a Licence Agreement or proxy forms etc. Anything you wish.
What Documents are automatically saved to the Document Library?
How can I add my own documents to the library?
Note: Adding a Document to the Document Library does not send it to Companies House.
Are there any restrictions on what documents can be saved?
There are only a few restrictions on the type and size of files that can be added to the Document Library but realistically anyone adding a range of business related documents is unlikely to encounter a problem.
How much does this cost?
There is no fee payable to use the Document Library, however, only users with a Subscription Account will be able to add additional documents. If you use all the storage space allocated to your account then there is an option to purchase more. Everyone has a generous allowance (250Mb/company) which is enough to store about 5,000 standard word files. Accordingly, we would only expect users with exceptional data requirements to need to purchase more space.
How do you find a Document once it is in the Document Library?
To make it easy to find a Document they are 'Tagged'. So you can search:
- By Company
- By Category e.g. Accounts, Board Meeting, Shares etc
- By Document Type e.g. Agenda, Resolution, Certificates etc
- Any combination of the above
Therefore you will always be able to find what you are looking for very quickly. You can also search against the filename.
How do I search for a Document?
Can I control access to the Document Library?
Subscription accounts can, yes. See How do I set access levels to the Document Library?
How do I download a Document from the Document Library?
This is very straightforward. See How do I download a Document from the Document Library?
Can a Document be easily removed from the Document Library?
Yes. See How do I remove a Document from the Document Library?
Reporting
Reports can be generated on Inform Direct, you can find them under the reports tab found in Documents & Reports.