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.
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.
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.
