Adagio Tip Of The Month: Exporting Some DocStore PDFs

Feb 15, 2021

Question: We are fairly new users to DocStore and wonder how best to provide electronic documents to our auditors? We would prefer to not provide them with a full download of all of our PDFs and only provide them with the transactions they request. I’m curious what others do to provide the backup to auditors without giving them more than they need.

Answer: If you have GridView and are using it to cherry-pick the transactions requested by your auditors, include the {Doc Link} field on the View and enable “Export Documents” in the View | Customize | Views setting.

As with the Financial Reporter, ExcelDirect of the View results in a spreadsheet with links into a Folder created below the Folder containing the spreadsheet containing all the scanned documents.

Be patient after clicking the ExcelDirect button. It takes a while to find and copy every PDF out of the DocStorage Folder.

This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!