Documents stored on a client or client group in Nagaris can be previewed in the app, downloaded, edited, redacted (for PDFs) and deleted — all from the document cards on the record's page. This article covers those day-to-day actions.
Every client has a Documents card for general files, a Cloud Documents card for their SharePoint folder, and a Document Requests card when requests are outstanding.
Entity types add their own card for core documents — Company Documents on companies, and equivalents for trusts, SMSFs and partnerships.
Client groups have their own Documents card for group-level files (use the plus button, Add Document, to upload there).
Cards expand automatically when they contain documents; an empty card stays collapsed and shows No documents associated with an upload action when you open it.
Click a document's name to open its details panel. It shows a Details card with the document's Name, Type, File Size (or Status — Requested from client or No file uploaded — when there's no file yet) and Created Date, any description, an inline preview for supported file types, and a metadata card recording who created and last updated it and when.
Documents with a file attached can be previewed without downloading, for these types:
PDF files.
Images (photos and scans).
Office documents (Word, Excel, PowerPoint).
Click the eye button (Preview Document) on the document row, or choose Preview from the extra-actions menu. The preview opens full-screen in the app.
PowerPoint files open in a dedicated slide viewer: a thumbnail rail down the side lets you jump to any slide, and the toolbar has slide-by-slide navigation, zoom and download. This covers both modern .pptx decks and older .ppt files, both of which now render directly in the browser without a conversion step.
Click the download button (Download Document) or choose Download from the extra-actions menu. You'll see Document [name] downloaded. when the file lands. If the entry has no file yet (for example an unfulfilled request), Nagaris tells you No file available for [name].
For PDF files there's a Redact PDF action (the pen-on-file button, also in the extra-actions menu). It opens the PDF in a redaction editor so you can black out TFNs, bank details or other sensitive content, then saves the result as a new document named [original name] (Redacted) with the description Redacted copy. The original file is left untouched — delete it separately if you no longer want it on the record.
Open the extra-actions menu (the three-dots button) on a document:
Edit — change the document's name and description. For entries without a file you can also attach one here.
Delete — removes the document. You'll be asked to confirm first, then see Document [name] deleted successfully. Deleting can't be undone from the app, so download a copy first if in doubt.
The Cloud Documents card opens straight into the client's own SharePoint folder, not the top of your firm's library. You land directly among that client's files without clicking through the shared folder chain above them first. While Nagaris works out which folder is theirs, the tree briefly shows a Loading… row. Searching inside the card is scoped the same way: matches are shown relative to the client's folder, so you see the same structure you'd get browsing rather than the full path from the library root.
Users with client-level access can see and upload to the client's document cards, but the request-from-client controls and firm-wide Documents library are staff-only.
Files in Cloud Documents live in SharePoint — clicking one opens it in SharePoint in a new tab rather than the in-app preview, and changes made there are reflected for everyone.
Previews depend on the file having been uploaded to Nagaris; entries that only exist as requests have nothing to preview yet.
