The files browser
One place holding every document your firm has, per client, with folders you control and filters for finding the one you want.
Files is everything your firm holds, for every client — what came in through the portal, what you uploaded, and what you produced.
A client's own page has the same browser under their Files tab, narrowed to them. It is the same tool, not a second one, so anything below works in both places.
Finding one document
Search takes a file name, and the filters do the rest: Document type, Year and Status. Anything Vylan has not been able to place sits under Unsorted, which is worth a look occasionally rather than daily.
Some results are marked Content match rather than Name match — that means the words were found inside the document rather than in its title.
Searching inside documents only works for files Vylan has read, which is not all of them. A file that arrived before the reading existed, or after your AI allowance ran out, is findable by name only. Treat content search as a bonus, not as a guarantee that a document is not there.
Folders
Folders are yours to make: New folder, give it a Folder name, Create. Put a document in one with File into…, and take it back out with Take out of folder.
Folders belong to a client rather than to the firm, which is the right way round: your structure for a corporation is not your structure for a personal return.
What you can do to a document
- Preview — look at it without downloading.
- Download — take a copy.
- Rename and Move — tidy it.
- Delete — send it to the bin.
Deleted documents go to Recently deleted and can be put back with Restore for thirty days. After that they are gone properly.
Uploading from your side
Upload files adds documents yourself — the ones a client emailed you, or handed over on paper and you scanned.
Vylan accepts PDFs and photos: PDF, JPG, PNG, WebP, HEIC and HEIF. A Word document or a spreadsheet will not go in. That surprises people, so it is worth knowing before you are mid-task — save it as a PDF first.
You choose which client each file belongs to. Nothing is routed automatically from the file's name or its contents, so an upload without a client picked has nowhere to go.
A document's Visibility decides whether it is Firm only or Client-visible. Set it deliberately when you upload something that was never meant to leave the office.